VGT - Vanguard World Fund - Vanguard Information Technology ETF Aktier - Aktiekurs, institutionellt ägande, aktieägare (ARCA)

Vanguard World Fund - Vanguard Information Technology ETF
US ˙ ARCA ˙ US92204A7028

Grundläggande statistik
Institutionella ägare 1843 total, 1837 long only, 1 short only, 5 long/short - change of 6,70% MRQ
Genomsnittlig portföljallokering 0.6264 % - change of 9,97% MRQ
Institutionella aktier (lång) 54 036 344 (ex 13D/G) - change of 5,05MM shares 10,32% MRQ
Institutionellt värde (lång) $ 31 629 152 USD ($1000)
Institutionellt ägande och aktieägare

Vanguard World Fund - Vanguard Information Technology ETF (US:VGT) har 1843 Institutionella ägare och aktieägare som har lämnat in 13D/G- eller 13F-formulär till Securities Exchange Commission (SEC). Dessa institut innehar totalt 54,040,130 aktier. Största aktieägare inkluderar Bank Of America Corp /de/, Jpmorgan Chase & Co, Morgan Stanley, UBS Group AG, Proficio Capital Partners LLC, Wells Fargo & Company/mn, Laurel Wealth Advisors LLC, LPL Financial LLC, Kingstone Capital Partners Texas, LLC, and Raymond James Financial Inc .

Vanguard World Fund - Vanguard Information Technology ETF (ARCA:VGT) Institutionell ägarstruktur visar institutioners och fonders nuvarande positioner i företaget, samt de senaste förändringarna i positionernas storlek. Större aktieägare kan vara enskilda investerare, fonder, hedgefonder eller institutioner. Bilaga 13D visar att investeraren äger (eller ägde) mer än 5% av företaget och avser (eller avsåg) att aktivt eftersträva en förändring av affärsstrategin. Schedule 13G indikerar en passiv investering på över 5%.

The share price as of September 19, 2025 is 741,17 / share. Previously, on September 23, 2024, the share price was 577,42 / share. This represents an increase of 28,36% over that period.

VGT / Vanguard World Fund - Vanguard Information Technology ETF Institutional Ownership
Fondsentimentets poäng

Fondsentimentet poängen(fka Ägarackumulation-poäng) visar vilka aktier som är mest köpta av fonder. Det är resultatet av en sofistikerad kvantitativ flerfaktormodell som identifierar företag med de högsta nivåerna av institutionell ackumulering. Poängsättningsmodellen använder en kombination av den totala ökningen av redovisade ägare, förändringarna i portföljallokeringarna för dessa ägare och andra mått. Siffran sträcker sig från 0 till 100, där högre siffror indikerar en högre nivå av ackumulering i förhållande till sina konkurrenter, och 50 är genomsnittet.

Uppdateringsfrekvens: Dagligen

Se Ownership Explorer, som innehåller en lista över de högst rankade företagen.

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Institutionell sälj/köp-kvot

Förutom att rapportera vanliga eget kapital- och skuldemissioner måste institutioner med mer än 100MM tillgångar under förvaltning också avslöja sina innehav av sälj- och köpoptioner. Eftersom säljoptioner i allmänhet indikerar ett negativt sentiment och köpoptioner indikerar ett positivt sentiment, kan vi få en uppfattning om det övergripande institutionella sentimentet genom att plotta förhållandet mellan säljoptioner och köpoptioner. Diagrammet till höger visar det historiska förhållandet mellan sälj- och köpoptioner för detta instrument.

Genom att använda sälj/köp-kvoten som en indikator på aktieägarnas sentiment undviker man en av de största bristerna med att använda det totala institutionella ägandet, nämligen att en betydande del av de förvaltade tillgångarna investeras passivt för att följa index. Passivt förvaltade fonder köper vanligtvis inte optioner, så indikatorn för sälj/köp-kvoten ger en bättre bild av stämningen i aktivt förvaltade fonder.

VGT / Vanguard World Fund - Vanguard Information Technology ETF Historical Put/Call Ratio
13F- och NPORT-arkiveringar

Detaljer om 13F-arkiveringar är gratis. Detaljer om NP-arkiveringar kräver ett premiummedlemskap. Gröna rader indikerar nya positioner. Röda rader indikerar stängda positioner. Klicka på länk symbolen för att se hela transaktionshistoriken.

Uppgradera för att låsa upp premiumdata och exportera till Excel .

Fil Datum Källa Investerare Typ Genomsnittligt pris
(beräknat)
Aktier Δ Aktier
(%)
Rapporterat
värde
(1000 USD)
Δ Värde
(%)
Portföljallokering
(%)
2025-04-29 13F Acorn Financial Advisory Services Inc /adv 0 −100,00 0
2025-08-08 13F Wealth Alliance 683 0,00 453 22,43
2025-08-12 13F Atlas Capital Advisors Llc 15 083 −20,23 10 004 −2,45
2025-08-14 13F Frisch Financial Group, Inc. 631 22,29 0
2025-08-06 13F Columbia River Financial Group, LLC 0 −100,00 0
2025-07-23 13F Financial Life Advisors 892 0,00 592 22,36
2025-08-05 13F Marshall Financial Group Inc /adv 999 0,10 662 22,37
2025-08-14 13F CoreCap Advisors, LLC 20 383 −1,03 13 519 21,03
2025-04-23 13F Sabal Trust CO 12 043 0,53 6 532 −12,32
2025-07-23 13F Kingswood Wealth Advisors, Llc 8 860 17,85 5 877 43,98
2025-08-13 13F Congress Wealth Management LLC / DE / 50 137 22,62 33 256 45,99
2025-07-23 13F Indiana Trust & Investment Management CO 2 928 0,00 1 942 22,29
2025-07-02 13F HBW Advisory Services LLC 1 873 38,64 1 243 69,67
2025-08-06 13F Walkner Condon Financial Advisors LLC 429 0,00 285 22,41
2025-08-01 13F Clark Asset Management, LLC 334 222
2025-08-07 13F Zions Bancorporation, National Association /ut/ 24 0,00 16 15,38
2025-07-23 13F Clear Creek Financial Management, LLC 675 −39,95 447 −26,60
2025-08-04 13F Linscomb & Williams, Inc. 504 0,00 334 22,34
2025-08-07 13F Kestra Private Wealth Services, Llc 29 482 22,44 19 555 49,74
2025-08-07 13F Davis R M Inc 3 151 42,06 2 090 73,79
2025-08-04 13F Premier Path Wealth Partners, LLC 5 023 −2,66 3 331 19,05
2025-06-04 13F Legacy Capital Wealth Management, Llc 669 416
2025-08-12 13F Sfmg, Llc 712 0,00 472 22,28
2025-08-12 13F Martin Worley Group 594 4,03 394 27,51
2025-08-06 13F Mascagni Wealth Management, Inc. 1 029 0,10 682 22,44
2025-08-07 13F Panoramic Investment Advisors, Llc 3 033 −1,33 2 012 20,64
2025-07-30 13F Pittenger & Anderson Inc 187 0,00 124 22,77
2025-07-31 13F Carnegie Capital Asset Management, LLC 2 342 0,00 1 553 36,59
2025-08-05 13F Carolinas Wealth Consulting Llc 0 −100,00 0 −100,00
2025-08-13 13F Colonial Trust Co / SC 922 1,43 612 23,94
2025-07-21 13F Fairvoy Private Wealth, LLC 1 034 −4,52 686 16,70
2025-08-14 13F Clifford Group, LLC 6 555 7,35 4 348 31,29
2025-07-08 13F Beacon Wealthcare LLC 397 6,43 263 30,20
2025-08-01 13F Planning Directions Inc 0 −100,00 0
2025-08-04 13F Creekmur Asset Management LLC 28 19
2025-08-05 13F GHP Investment Advisors, Inc. 184 0,00 122 23,23
2025-04-28 NP JRODX - Multi-Index 2060 Lifetime Portfolio Class 1 1 650 −48,57 987 −50,55
2025-08-15 13F/A Florida Financial Advisors, Llc 1 460 223,01 968 295,10
2025-07-30 13F Birch Hill Investment Advisors LLC 1 649 0,00 1 094 22,26
2025-07-15 13F McAdam, LLC 5 476 2,22 3 632 25,03
2025-07-28 13F Hamilton Point Investment Advisors, LLC 768 0,00 509 22,36
2025-08-14 13F Monograph Wealth Advisors, Llc 786 1,29 521 24,05
2025-07-15 13F Optima Capital Llc 885 −40,08 587 −26,72
2025-07-11 13F Westfuller Advisors, LLC 378 0,27 250 22,55
2025-08-13 13F Green Harvest Asset Management LLC 781 415 48,66 518 297 81,80
2025-07-25 13F NorthRock Partners, LLC 5 172 2,54 3 430 25,41
2025-08-04 13F Integrity Alliance, Llc. 1 205 −65,15 799 −57,39
2025-08-14 13F Ieq Capital, Llc 41 475 −12,93 27 510 6,48
2025-07-24 13F JNBA Financial Advisors 4 614 0,85 3 061 23,34
2025-08-12 13F Bokf, Na 17 623 −2,30 11 689 19,47
2025-07-11 13F Ttp Investments, Inc. 2 716 0,00 1 802 22,27
2025-07-15 13F Patriot Investment Management Inc. 6 124 0,79 4 062 23,25
2025-08-06 13F Round Rock Advisors, LLC 2 697 −12,92 1 789 6,49
2025-08-15 13F Koesten, Hirschmann & Crabtree, INC. 203 0,00 135 21,82
2025-07-28 13F Sagespring Wealth Partners, Llc 1 842 −17,14 1 222 1,33
2025-08-14 13F Fort Point Capital Partners LLC 472 −0,42 313 21,40
2025-08-14 13F Evergreen Capital Management Llc 22 385 49,75 14 848 83,14
2025-07-29 13F MPS Loria Financial Planners, LLC 1 106 0,27 734 22,58
2025-08-14 13F Vista Investment Management 12 333 −0,27 8 180 21,97
2025-07-31 13F Nilsine Partners, LLC 1 190 1,71 789 24,45
2025-08-01 13F Liberty Wealth Management Llc 3 963 −87,94 2 627 29,03
2025-07-10 13F Triangle Securities Wealth Management 19 690 −6,08 13 060 14,84
2025-07-21 13F J. Safra Sarasin Holding AG 0 −100,00 0
2025-08-11 13F Synergy Investment Management, LLC 0 −100,00 0
2025-08-12 13F Cutter & CO Brokerage, Inc. 0 −100,00 0
2025-08-14 13F Paragon Private Wealth Management, LLC 1 027 −0,68 681 21,61
2025-07-31 13F Carrera Capital Advisors 350 232
2025-07-18 13F Institute for Wealth Management, LLC. 4 074 62,70 2 702 99,12
2025-07-17 13F Montis Financial, LLC 1 122 0,00 744 22,37
2025-08-15 13F Keel Point, LLC 861 −0,12 571 22,27
2025-07-10 13F Exchange Traded Concepts, Llc 8 051 79,67 5 340 119,75
2025-07-25 13F Pathway Financial Advisors LLC 2 852 0,00 1 892 22,32
2025-07-28 13F Copia Wealth Management 34 0,00 23 22,22
2025-08-08 13F Carl P. Sherr & Co., LLC 531 0,00 352 22,65
2025-08-13 13F Kilter Group LLC 56 37
2025-05-15 13F Grayhawk Investment Strategies Inc. 6 706 −20,22 3 637 −30,41
2025-08-14 13F Mml Investors Services, Llc 85 822 −1,15 57 19,15
2025-07-30 13F Canvas Wealth Advisors, LLC 357 −46,32 248 −26,27
2025-08-06 13F Tradewinds, LLC. 969 −82,81 643 −78,96
2025-07-01 13F Park National Corp /oh/ 55 838 −8,45 37 036 11,96
2025-04-29 13F Lee Danner & Bass Inc 0 −100,00 0
2025-08-07 13F BOK Financial Private Wealth, Inc. 1 039 −0,76 689 21,52
2025-07-22 13F Signature Wealth Management Partners, LLC 557 0,00 369 22,19
2025-08-08 13F Capstone Financial Advisors, Inc. 605 1,00 401 23,08
2025-08-19 13F Campbell Capital Management Inc 325 216
2025-07-23 13F Capstone Wealth Management Group, Llc 1 706 0,00 1 132 22,27
2025-07-22 13F Net Worth Advisory Group 514 341
2025-07-15 13F Td Private Client Wealth Llc 14 481 −24,35 9 605 −7,48
2025-08-04 13F Center for Financial Planning, Inc. 3 909 0,00 2 593 22,26
2025-08-05 13F Alexander Randolph Advisory Inc 664 0,00 440 22,22
2025-08-14 13F Harwood Advisory Group, LLC 0 −100,00 0 −100,00
2025-07-02 13F Dentgroup LLC 464 0,00 308 22,31
2025-07-18 13F New Wave Wealth Advisors Llc 4 161 2 760
2025-08-12 13F Fca Corp /tx 22 356 0,37 14 828 22,75
2025-05-07 13F Sheaff Brock Investment Advisors, LLC 499 −15,57 271 −26,43
2025-07-22 13F Valley National Advisers Inc 9 313 2,16 6 50,00
2025-07-17 13F Charles Schwab Trust Co 0 −100,00 0
2025-07-15 13F Evanson Asset Management, LLC 3 170 −12,58 2 103 6,92
2025-08-08 13F Larson Financial Group LLC 4 352 80,58 2 886 120,98
2025-08-12 13F Deutsche Bank Ag\ 3 275 0,00 2 172 22,30
2025-07-29 13F Madison Wealth Partners, Inc 1 884 −0,05 1 250 22,21
2025-05-12 13F Johnson Financial Group, LLC 0 −100,00 0
2025-08-14 13F Elevatus Welath Management 2 297 0,00 1 524 22,33
2025-07-23 13F Integris Wealth Management, LLC 1 003 18,84 665 45,30
2025-08-01 13F MorganRosel Wealth Management, LLC 60 0,00 40 21,88
2025-07-29 13F BKD Wealth Advisors, LLC 636 422
2025-07-25 13F Concord Wealth Partners 1 117 0,81 741 23,13
2025-08-15 13F Provenance Wealth Advisors, LLC 0 −100,00 0 −100,00
2025-07-30 13F Green Square Capital Advisors Llc 5 044 −2,55 3 346 19,17
2025-08-01 13F Ashton Thomas Private Wealth, LLC 329 218
2025-07-15 13F tru Independence LLC 3 812 0,11 2 528 22,42
2025-07-16 13F Minichmacgregor Wealth Management, Llc 0 −100,00 0
2025-07-31 13F/A Interchange Capital Partners, LLC 841 −1,18 557 20,82
2025-08-04 13F Savvy Advisors, Inc. 421 −31,54 280 −16,22
2025-08-13 13F Certior Financial Group, Llc 5 007 7,58 3 321 31,54
2025-07-16 13F Rezny Wealth Management, Inc. 0 −100,00 0
2025-04-28 NP JLGOX - Multi-Index Lifestyle Growth Portfolio Class 1 7 585 −49,57 4 539 −51,50
2025-07-25 13F Envestnet Portfolio Solutions, Inc. 15 206 54,06 10 086 88,42
2025-07-21 13F Hilltop National Bank 111 −26,49 74 −21,51
2025-07-07 13F Retirement Wealth Solutions LLC 127 −29,83 84 −14,29
2025-08-14 13F Goldman Sachs Group Inc 130 770 15,73 86 737 41,52
2025-08-12 13F Resolute Wealth Strategies, LLC 392 −13,27 260 6,12
2025-07-17 13F Coastline Trust Co 55 0,00 36 24,14
2025-07-17 13F Park Place Capital Corp 224 0,00 147 20,66
2025-07-09 13F Baron Financial Group, LLC 638 0,00 423 22,25
2025-07-30 13F Avidian Wealth Solutions, LLC 7 134 3,92 4 732 27,10
2025-08-01 13F Jericho Financial, Llp 635 1,44 421 24,19
2025-08-14 13F Df Dent & Co Inc 572 0,00 379 22,26
2025-08-15 13F WFA of San Diego, LLC 200 0,00 133 12,82
2025-07-18 13F Ewa, Llc 495 0,20 328 22,39
2025-08-08 13F Ironwood Investment Counsel, LLC 667 −4,58 443 16,62
2025-08-13 13F Summit Financial, LLC 8 419 −10,57 5 584 9,38
2025-07-15 13F Jeppson Wealth Management, Llc 465 0,00 309 22,22
2025-07-31 13F Moser Wealth Advisors, LLC 1 071 −4,46 710 16,78
2025-08-15 13F Synergy Financial Group, LTD 3 149 −0,28 2 089 21,96
2025-08-12 13F Heritage Trust Co 1 627 75,51 1 079 114,94
2025-07-30 13F Bogart Wealth, LLC 1 571 0,00 1 042 22,30
2025-08-05 13F Integrity Financial Corp /WA 735 299,46 487 387,00
2025-07-29 13F Ifrah Financial Services, Inc. 437 0,00 290 21,94
2025-08-11 13F Foundation Wealth Management, LLC\PA 557 −4,95 369 16,40
2025-08-26 NP EQ ADVISORS TRUST - Multimanager Technology Portfolio Class IB 295 100 −1,44 195 734 20,53
2025-07-21 13F Financial Council Asset Management Inc 1 024 0,00 679 22,34
2025-07-17 13F Sfm, Llc 413 0,00 274 21,88
2025-08-07 13F Meeder Advisory Services, Inc. 315 209
2025-07-01 13F Legacy Wealth Management, LLC / MS 888 −50,39 589 −39,28
2025-07-28 13F Wealthspan Partners, Llc 604 401
2025-07-29 13F Spreng Capital Management, Inc. 341 226
2025-05-07 13F Magnolia Wealth Management, LLC 17 850 2,56 9 682 −10,54
2025-07-22 13F Clarius Group, LLC 4 136 −50,29 2 743 −39,21
2025-07-08 13F Zrc Wealth Management, Llc 163 0,00 108 22,73
2025-08-13 13F Renaissance Technologies Llc 0 −100,00 0
2025-08-07 13F Midland Wealth Advisors Llc 503 334
2025-04-14 13F Ffg Retirement Advisors Llc 0 −100,00 0
2025-08-05 13F EPG Wealth Management LLC 68 0,00 45 25,00
2025-07-21 13F Stock Yards Bank & Trust Co 2 072 0,00 1 374 22,35
2025-07-25 13F Index Fund Advisors, Inc. 6 472 286,39 4 292 372,69
2025-08-08 13F RAM Investment Partners, LLC 1 317 0,00 874 22,27
2025-07-29 13F Financial Advisors, LLC 600 0,00 398 22,15
2025-08-13 13F Victory Financial Group, Llc 0 −100,00 0
2025-07-18 13F Founders Capital Management 27 0,00 18 21,43
2025-07-21 13F Creative Capital Management Investments LLC 56 0,00 37 23,33
2025-07-30 13F Onyx Bridge Wealth Group LLC 733 −10,17 486 9,95
2025-07-22 13F Appleton Partners Inc/ma 2 095 −12,53 1 0,00
2025-08-13 13F Millstone Evans Group, LLC 178 0,00 118 22,92
2025-08-18 13F Hollencrest Capital Management 59 220 −0,03 39 279 22,25
2025-08-12 13F MAI Capital Management 76 223 −1,43 50 557 20,54
2025-07-17 13F DiNuzzo Private Wealth, Inc. 125 0,00 83 22,39
2025-08-04 13F Pensionmark Financial Group, Llc 7 270 3,34 4 822 26,40
2025-07-17 13F HCR Wealth Advisors 1 818 0,00 1 206 22,31
2025-08-06 13F Valued Wealth Advisors LLC 68 −30,61 45 −16,98
2025-08-13 13F Cambria Investment Management, L.P. 844 560
2025-07-16 13F West Branch Capital LLC 167 −5,65 111 14,58
2025-07-08 13F Atlas Brown,Inc. 450 0,00 299 22,13
2025-08-14 13F Money Concepts Capital Corp 2 458 5,27 1 630 28,75
2025-07-30 13F Cornerstone Advisory, LLC 26 142 0,05 17 340 18,73
2025-08-14 13F Ameriprise Financial Inc 735 199 3,46 487 901 26,61
2025-07-16 13F Falcon Wealth Planning 2 147 2,87 1 424 25,71
2025-08-01 13F Bessemer Group Inc 8 636 −0,18 6 25,00
2025-08-14 13F Scientech Research LLC 642 −26,38 426 −9,96
2025-08-11 13F Lake Street Financial Llc 1 241 1,89 824 24,70
2025-08-14 13F Tennessee Valley Asset Management Partners 312 207
2025-08-18 13F N.E.W. Advisory Services LLC 6 617 −14,70 4 389 4,30
2025-07-16 13F Encompass Wealth Advisors, Llc 310 206
2025-07-07 13F TruWealth Advisors, LLC 3 756 −0,45 2 491 21,75
2025-08-14 13F Houlihan Financial Resource Group, Ltd. 5 068 0,00 3 50,00
2025-07-17 13F SeaBridge Investment Advisors LLC 740 0,00 491 22,19
2025-07-24 13F Moseley Investment Management Inc 2 758 −7,45 1 829 13,18
2025-08-11 13F Guidance Point Advisors, LLC 545 1,11 361 23,63
2025-08-15 13F Semmax Financial Advisors Inc. 44 31
2025-08-06 13F Bensler, LLC 1 587 0,19 1 052 22,47
2025-08-05 13F Scarborough Advisors, LLC 72 48
2025-07-22 13F Gratus Wealth Advisors, LLC 38 242 −0,19 25 365 22,06
2025-07-28 13F Compass Advisory Group LLC 566 0,00 376 22,55
2025-07-30 13F Evermay Wealth Management Llc 100 0,00 66 22,22
2025-08-13 13F Rsm Us Wealth Management Llc 10 348 12,33 6 863 37,37
2025-07-16 13F Rebalance, Llc 358 −7,01 238 13,40
2025-08-12 13F Mmbg Investment Advisors Co. 8 885 −1,82 5 893 20,07
2025-07-16 13F Meredith Wealth Planning 471 0,00 313 22,35
2025-08-06 13F Twin Capital Management Inc 0 −100,00 0
2025-08-04 13F Mesirow Financial Investment Management, Inc. 2 364 2,52 1 569 25,42
2025-08-14 13F Family Office Research LLC 1 916 82,82 1 271 123,77
2025-05-05 13F Lindbrook Capital, Llc 723 0,00 392 −12,69
2025-07-25 13F Endowment Wealth Management, Inc. 436 289
2025-08-01 13F Facet Wealth, Inc. 531 −2,57 367 19,22
2025-08-25 13F/A Promus Capital, LLC 2 784 2 239,50 1 847 2 784,38
2025-07-10 13F Tompkins Financial Corp 37 0,00 25 20,00
2025-08-14 13F Diversify Advisory Services, LLC 2 062 23,33 1 456 58,95
2025-07-17 13F Baron Silver Stevens Financial Advisors, Llc 388 0,00 257 22,38
2025-08-14 13F Godshalk Welsh Capital Management, Inc. 430 0,00 285 22,32
2025-08-14 13F Safeguard Investment Advisory Group, LLC 2 648 0,42 1 756 22,63
2025-08-14 13F Principia Wealth Advisory, LLC 201 133
2025-07-29 13F May Barnhard Investments LLC 1 087 −3,98 722 17,43
2025-08-05 13F Marion Wealth Management 7 738 1,96 5 133 24,68
2025-08-06 13F Fairway Financial, LLC 9 041 2,70 5 997 25,60
2025-08-11 13F Perennial Investment Advisors, LLC 14 150 2,48 9 387 25,33
2025-07-10 13F Focus Financial Network, Inc. 8 232 9,31 5 460 33,67
2025-08-12 13F Long Island Wealth Management, Inc. 2 144 −10,18 1 422 9,89
2025-07-15 13F Significant Wealth Partners LLC 1 039 689
2025-08-14 13F Objective Capital Management, LLC 668 0,15 443 22,44
2025-08-08 13F Parker Investment Management, LLC 6 358 −8,68 4 218 11,68
2025-07-17 13F City Holding Co 105 0,00 70 23,21
2025-08-14 13F Colony Group, LLC 41 097 17,91 27 260 44,19
2025-08-14 13F Knightsbridge Asset Management, Llc 450 25,00 298 33,63
2025-08-12 13F Soundwatch Capital LLC 873 0,00 573 21,14
2025-08-14 13F Clark Capital Management Group, Inc. 2 843 136,13 1 886 189,11
2025-07-24 13F Zullo Investment Group, Inc. 2 468 0,45 1 637 22,82
2025-07-10 13F Selective Wealth Management, Inc. 1 377 −0,07 932 30,03
2025-08-13 13F Patrick M Sweeney & Associates, Inc 1 178 8,87 794 35,49
2025-07-07 13F Taylor & Morgan Wealth Management, LLC 632 0,00 419 22,51
2025-07-18 13F Wiser Wealth Management, Inc 41 451 14,81 27 494 40,41
2025-07-09 13F Graves-Light Private Wealth Management, Inc. 1 087 0,00 721 22,24
2025-08-11 13F Hopwood Financial Services, Inc. 4 413 1,49 2 927 24,13
2025-04-28 NP JIIOX - Multi-Index Lifestyle Aggressive Portfolio Class 1 4 218 −46,92 2 524 −48,95
2025-08-04 13F Bordeaux Wealth Advisors LLC 17 715 1,06 11 750 23,59
2025-09-19 13F Watts Gwilliam & Co., LLC 461 −17,83 338 11,18
2025-08-14 13F Systematic Alpha Investments, LLC 82 300 0,00 54 588 22,29
2025-08-11 13F Private Advisor Group, LLC 66 217 0,75 43 920 23,22
2025-08-12 13F Belmont Capital, LLC 1 080 0,00 716 22,39
2025-07-21 13F Trinity Legacy Partners, LLC 8 524 −0,98 5 788 9,98
2025-05-05 13F STAR Financial Bank 0 −100,00 0 −100,00
2025-05-12 13F Manhattan West Asset Management, LLC 0 −100,00 0
2025-08-12 13F Intellus Advisors LLC 337 224
2025-07-29 13F Accretive Wealth Partners, LLC 1 211 0,00 803 18,79
2025-08-14 13F Karpus Management, Inc. 25 630 −0,71 17 000 21,42
2025-08-14 13F Evercore Wealth Management, LLC 3 175 0,00 2 106 22,24
2025-08-14 13F Sand Hill Global Advisors, LLC 401 0,00 266 22,12
2025-08-26 13F Nautilus Advisors LLC 1 800 0,00 1 194 22,23
2025-08-08 13F Strategies Wealth Advisors, LLC 1 669 −0,06 1 107 22,32
2025-08-08 13F Islay Capital Management, Llc 10 0,00 7 20,00
2025-05-15 13F CAPROCK Group, Inc. 6 193 −3,55 3 359 −15,86
2025-07-08 13F Apella Capital, LLC 1 174 4,45 784 30,88
2025-07-11 13F First PREMIER Bank 17 877 −2,29 12 22,22
2025-07-16 13F Kathmere Capital Management, LLC 757 −14,27 502 5,02
2025-04-29 13F Chilton Capital Management Llc 0 −100,00 0
2025-07-15 13F Foster Victor Wealth Advisors, LLC 311 211
2025-08-13 13F Plan Group Financial, LLC 436 289
2025-08-04 13F HBK Sorce Advisory LLC 616 0,00 409 22,16
2025-07-22 13F Foguth Wealth Management, LLC. 450 3,93 298 27,35
2025-08-12 13F Associated Banc-corp 6 564 −1,47 4 354 20,48
2025-07-25 13F Cerro Pacific Wealth Advisors LLC 730 1,25 484 8,04
2025-07-31 13F Peterson Wealth Services 135 0,00 90 21,92
2025-07-30 13F Phillips Financial Management, Llc 36 0,00 24 21,05
2025-08-14 13F Wealth Advisors of Tampa Bay, LLC 0 −100,00 0
2025-07-21 13F Keb Asset Management, Llc 497 0,00 330 22,30
2025-08-06 13F Disciplined Investors, L.L.C. 370 0,00 245 22,50
2025-08-26 NP EVGLX - The E-Valuator Growth (70%-85%) RMS Fund Service Class Shares 5 887 3 905
2025-07-21 13F Patriot Financial Group Insurance Agency, LLC 1 553 13,69 1 030 39,19
2025-07-09 13F Seaside Wealth Management, Inc. 422 0,00 280 22,37
2025-08-12 13F Main Management LLC 14 110 270,34 9 350,00
2025-07-23 13F Eagle Strategies LLC 1 177 0,17 781 22,45
2025-08-13 13F Maia Wealth LLC 1 302 −0,76 863 25,62
2025-07-15 13F Armis Advisers, LLC 5 233 8,12 3 508 33,38
2025-07-24 13F Rice Partnership, LLC 60 40
2025-08-11 13F Plum Street Advisors, LLC 496 0,00 329 21,93
2025-08-11 13F Dorsey & Whitney Trust CO LLC 21 571 −0,98 14 308 21,09
2025-07-15 13F Cranbrook Wealth Management, LLC 314 0,00 208 22,35
2025-08-15 13F Kestra Advisory Services, LLC 74 910 3,00 49 686 25,97
2025-08-06 13F Agf Management Ltd 103 220 −0,72 68 464 21,41
2025-07-25 13F We Are One Seven, LLC 23 605 2,01 15 657 24,76
2025-07-31 13F/A Avion Wealth 324 5 300,00 0
2025-07-22 13F Coastal Investment Advisors, Inc. 7 456 25,92 4 946 54,00
2025-08-14 13F McIlrath & Eck, LLC 49 0,00 33 23,08
2025-07-17 13F Independence Bank of Kentucky 316 −8,14 210 12,37
2025-08-07 13F Timonier Family Office, LTD. 920 0,00 610 22,49
2025-07-10 13F Signal Advisors Wealth, LLC 2 209 14,10 1 465 39,66
2025-04-28 NP JRLOX - Multi-Index 2020 Lifetime Portfolio Class 1 1 283 −48,62 768 −50,61
2025-07-15 13F Wealth Effects Llc 1 056 0,00 701 22,38
2025-08-15 13F Equitable Holdings, Inc. 317 532 −1,13 210 613 20,91
2025-07-11 13F Bell Bank 1 281 0,00 850 22,33
2025-07-16 13F Meridian Investment Counsel Inc. 2 933 0,00 1 945 22,33
2025-08-12 13F Steward Partners Investment Advisory, Llc 53 006 2,69 35 158 25,58
2025-08-07 13F David R. Rahn & Associates Inc. 610 0,00 405 22,42
2025-07-25 13F Astoria Portfolio Advisors LLC. 1 166 −7,75 802 22,10
2025-08-06 13F Moors & Cabot, Inc. 1 998 −16,85 1 325 1,69
2025-07-15 13F Retirement Guys Formula Llc 3 223 13,93 2 138 39,31
2025-08-15 13F Morse Asset Management, Inc 235 −0,42 156 21,09
2025-05-15 13F McGowan Group Asset Management, Inc. 0 −100,00 0
2025-07-16 13F New Insight Wealth Advisors 14 738 −2,13 9 775 19,69
2025-08-13 13F Greenwich Wealth Management LLC 457 0
2025-08-13 13F ESG Planning 11 511 −5,20 7 635 15,95
2025-08-12 13F Change Path, LLC 8 310 −3,84 5 512 17,58
2025-08-07 13F Resources Investment Advisors, LLC. 3 824 22,37 2 536 49,70
2025-08-13 13F First National Advisers, LLC 435 3,82 289 26,87
2025-07-18 13F CHURCHILL MANAGEMENT Corp 685 276 454 530
2025-07-31 13F Cardinal Point Capital Management, ULC 6 904 18,40 4 579 44,81
2025-04-09 13F Selway Asset Management 1 750 2,94 949 −10,22
2025-07-29 13F Elevation Capital Advisory, LLC 4 377 −7,07 2 903 13,66
2025-08-13 13F Avestar Capital, LLC 379 −85,67 251 −82,50
2025-07-30 13F Whittier Trust Co 4 798 −1,96 3 182 19,89
2025-08-14 13F Quartz Partners, LLC 430 −33,85 285 −19,03
2025-07-11 13F Grove Bank & Trust 600 20,00 398 46,49
2025-04-30 13F BCJ Capital Management, LLC 0 −100,00 0
2025-07-15 13F World Equity Group, Inc. 564 29,66 374 59,15
2025-08-04 13F Wealth Management Associates, Inc. 3 231 −0,15 2 143 22,11
2025-04-17 13F Vista Wealth Management Group, LLC 669 2,45 363 −10,62
2025-08-12 13F Quantum Private Wealth, LLC 1 030 0,00 683 22,40
2025-07-11 13F Compass Ion Advisors, LLC 4 482 6,87 2 973 30,69
2025-07-17 13F Bluesphere Advisors, LLC 324 215
2025-07-10 13F IMPACTfolio, LLC 349 231
2025-07-17 13F Hanson & Doremus Investment Management 218 0,00 0
2025-07-21 13F F&V Capital Management, LLC 500 0,00 0
2025-08-08 13F Cornerstone Advisors, LLC 7 300 −6,41 4 842 14,44
2025-08-08 13F Evolution Wealth Advisors, LLC 7 080 −0,35 4 696 21,88
2025-08-04 13F ArborFi Advisors, LLC 340 226
2025-08-05 13F Prosperity Consulting Group, LLC 741 −0,40 491 21,84
2025-08-14 13F Bank Of Hawaii 600 398
2025-08-07 13F Vise Technologies, Inc. 2 271 36,31 1 506 45,51
2025-08-14 13F Blue Capital, Inc. 0 −100,00 0
2025-07-14 13F UMA Financial Services, Inc. 4 497 11,01 2 983 35,73
2025-08-08 13F Arcadia Investment Management Corp/mi 103 0,00 68 23,64
2025-08-06 13F HORAN Wealth, LLC 342 227
2025-08-01 13F SYM FINANCIAL Corp 1 951 0,00 1 294 22,31
2025-07-22 13F Yoder Wealth Management, Inc. 571 0,00 379 22,33
2025-05-15 13F Texas Bank & Trust Co 0 −100,00 0
2025-07-10 13F Wealth Enhancement Advisory Services, Llc 80 558 33,09 54 298 65,40
2025-07-25 13F JustInvest LLC 1 218 15,56 808 41,33
2025-07-16 13F Plancorp, LLC 2 250 20,45 1 492 47,29
2025-07-31 13F Schneider Downs Wealth Management Advisors, LP 583 0,00 387 22,15
2025-07-10 13F Rockland Trust Co 1 828 −0,27 1 212 21,93
2025-08-11 13F Western Wealth Management, LLC 14 922 3,31 9 897 26,33
2025-08-11 13F Outlook Wealth Advisors, LLC 2 016 0,00 1 337 22,32
2025-08-13 13F Manning & Napier Advisors Llc 8 5
2025-08-08 13F Union Savings Bank 3 019 17,02 2 084 48,96
2025-08-14 13F Tandem Wealth Advisors LLC 13 562 185,70 8 995 249,32
2025-07-09 13F Reyes Financial Architecture, Inc. 3 −96,94 2 −98,11
2025-07-17 13F RBA Wealth Management, LLC 5 119 −0,19 3 395 22,08
2025-08-06 13F Kcm Investment Advisors Llc 82 427 5,08 54 672 28,51
2025-08-05 13F Welch & Forbes Llc 981 43,00 651 74,73
2025-08-11 13F Semus Wealth Partners LLC 727 30,76 482 60,13
2025-04-15 13F Members Wealth Llc 630 −4,40 342 −17,43
2025-08-04 13F Bristlecone Advisors, LLC 12 804 −8,19 8 493 12,27
2025-08-13 13F Beacon Pointe Advisors, LLC 14 501 −0,74 9 618 21,39
2025-08-04 13F Assetmark, Inc 66 532 12,68 44 129 37,80
2025-07-31 13F Allied Investment Advisors, LLC 1 966 −10,11 1 304 9,95
2025-08-12 13F Coldstream Capital Management Inc 1 769 140,35 1 173 193,98
2025-08-14 13F D. E. Shaw & Co., Inc. 8 699 501,17 5 770 635,84
2025-07-10 13F Atticus Wealth Management, Llc 3 338 3,99 2 214 27,11
2025-08-14 13F Wells Fargo & Company/mn 1 532 384 2,03 1 016 399 24,77
2025-08-14 13F Murphy & Mullick Capital Management Corp 32 0,00 22 23,53
2025-04-21 13F Well Done, LLC 0 −100,00 0
2025-08-14 13F Wetherby Asset Management Inc 1 873 5,94 1 242 13,01
2025-07-07 13F Wesbanco Bank Inc 2 785 504,12 1 847 638,80
2025-07-16 13F Badgley Phelps Wealth Managers, LLC 1 255 −0,95 832 21,11
2025-08-12 13F Tableaux Llc 7 048 445
2025-08-12 13F Clal Insurance Enterprises Holdings Ltd 1 392 0,00 1
2025-08-06 13F Prospera Financial Services Inc 13 535 20,25 9 009 47,45
2025-07-23 13F Nbt Bank N A /ny 4 505 −0,62 2 988 21,56
2025-07-21 13F Portfolio Strategies, Inc. 42 072 −1,59 27 893 20,29
2025-08-07 13F Winch Advisory Services, LLC 29 0,00 19 26,67
2025-08-01 13F Brookwood Investment Group LLC 4 782 2,07 3 172 24,84
2025-08-14 13F Apriem Advisors 363 −26,96 241 −11,11
2025-08-08 13F Breed's Hill Capital LLC 11 466 0,00 7 605 22,31
2025-08-12 13F Bravias Capital Group, LLC 11 137 −0,18 7 387 22,08
2025-07-22 13F Confluence Wealth Services, Inc. 1 737 −4,09 1 152 22,58
2025-08-15 13F/A Rakuten Securities, Inc. 767 −16,27 509 2,42
2025-08-12 13F Tradition Wealth Management, LLC 3 738 8,13 2 479 32,21
2025-07-15 13F Beacon Investment Advisory Services, Inc. 1 572 0,00 1 043 22,30
2025-08-06 13F Innealta Capital, Llc 7 452 37,26 4 943 67,87
2025-08-15 13F Fsb Premier Wealth Management, Inc. 388 1,84 257 24,76
2025-08-18 13F Wolverine Trading, Llc Put 0 −100,00 0
2025-07-18 13F Woodward Diversified Capital, Llc 2 395 184,78 1 589 248,25
2025-07-30 13F Financial Perspectives, Inc 28 602 3,60 18 971 26,47
2025-08-07 13F New England Private Wealth Advisors LLC 5 451 0,02 3 785 28,09
2025-08-12 13F Bedel Financial Consulting, Inc. 895 0,00 594 18,60
2025-07-23 13F Bellevue Asset Management, Llc 6 425 −0,65 4 262 21,50
2025-08-14 13F Foronjy Financial Llc 21 238 14 087
2025-05-15 13F Atlanta Consulting Group Advisors, LLC 0 −100,00 0 −100,00
2025-07-17 13F Investment Advisory Services Inc /tx /adv 600 0,00 398 22,15
2025-08-07 13F Sound View Wealth Advisors Group, LLC 25 733 −1,24 17 068 20,78
2025-07-25 13F Welch Group, LLC 852 0,00 565 22,29
2025-08-13 13F Riverview Capital Advisers, LLC 885 0,00 587 22,55
2025-08-11 13F Birchbrook, Inc. 83 0,00 55 22,22
2025-08-07 13F Cascade Financial Partners, LLC 547 29,62 363 58,77
2025-07-30 13F Cookson Peirce & Co Inc 1 688 −27,08 1 120 −10,84
2025-08-14 13F Redwood Investment Management, Llc 2 015 −8,58 1 0,00
2025-08-08 13F Good Life Advisors, LLC 3 638 3,71 2 413 26,81
2025-08-13 13F Cary Street Partners Financial Llc 4 364 3,98 2 895 27,15
2025-08-01 13F Twin Lakes Capital Management, LLC 100 0,00 66 22,22
2025-08-14 13F Warren Averett Asset Management, LLC 5 490 42,89 3 641 74,80
2025-08-11 13F HighTower Advisors, LLC 368 188 4,92 244 212 28,30
2025-07-29 13F Harbor Asset Planning, Inc. 3 594 2 385
2025-08-07 13F Hennion & Walsh Asset Management, Inc. 8 015 −3,57 5 316 17,92
2025-08-12 13F Armor Investment Advisors, LLC 560 0,00 371 22,44
2025-08-08 13F Everett Harris & Co /ca/ 506 0,00 336 22,26
2025-07-29 13F Chevy Chase Trust Holdings, Inc. 14 933 −4,33 9 905 16,99
2025-04-28 NP JAAJX - Multi-Index 2065 Lifetime Portfolio Class R4 569 −47,17 341 −49,25
2025-07-28 13F Courier Capital Llc 653 0,00 433 22,32
2025-07-07 13F First Community Trust Na 53 0,00 35 25,00
2025-07-10 13F Oliver Lagore Vanvalin Investment Group 19 −47,22 11 −54,55
2025-07-16 13F American National Bank 164 173,33 109 237,50
2025-08-14 13F Great Valley Advisor Group, Inc. 2 464 0,82 1 634 23,41
2025-07-15 13F Cordant, Inc. 0 −100,00 0
2025-08-04 13F Hantz Financial Services, Inc. 269 236,25 0
2025-08-13 13F Scotia Capital Inc. 24 409 10,62 16 190 35,27
2025-08-14 13F Moneta Group Investment Advisors Llc 13 037 5,39 8 647 28,89
2025-07-17 13F Johnson & White Wealth Management, LLC 447 0,00 0
2025-07-29 13F Values First Advisors, Inc. 560 0,00 371 22,44
2025-07-31 13F Glass Jacobson Investment Advisors llc 1 075 32,06 713 40,91
2025-07-30 13F Crewe Advisors LLC 20 378 −0,12 13 516 22,14
2025-08-12 13F Proequities, Inc. 0 0
2025-07-09 13F Parkside Advisors LLC 1 108 0,00 735 22,33
2025-08-29 13F Evolution Wealth Management Inc. 61 40
2025-04-28 NP JRLQX - Multi-Index 2045 Lifetime Portfolio Class 1 4 400 −46,09 2 633 −48,15
2025-07-15 13F Define Financial, Llc 455 0,22 301 27,54
2025-08-12 13F Gladstone Institutional Advisory LLC 10 910 2,91 7 236 25,84
2025-08-13 13F Cerity Partners LLC 257 863 −0,13 171 034 22,13
2025-08-12 13F Ameritas Investment Partners, Inc. 101 0,00 67 22,22
2025-08-05 13F Mma Asset Management Llc 369 245
2025-08-14 13F Certified Advisory Corp 19 080 −3,15 12 656 18,45
2025-05-13 13F PFG Private Wealth Management, LLC 0 −100,00 0
2025-08-07 13F Atala Financial Inc 536 60,48 356 96,13
2025-07-30 13F Clifford Swan Investment Counsel Llc 3 328 −3,28 2 207 18,27
2025-08-14 13F Beaird Harris Wealth Management, LLC 68 0,00 45 25,00
2025-04-14 13F Wela Strategies, Inc. 0 −100,00 0 −100,00
2025-07-14 13F Armstrong Advisory Group, Inc 148 348 −12,58 98 396 −6,75
2025-08-12 13F Investor's Fiduciary Advisor Network, LLC 355 0
2025-07-10 13F HWG Holdings LP 0 −100,00 0
2025-07-31 13F Kathleen S. Wright Associates Inc. 0 −100,00 0
2025-07-25 13F Wealth Architects, LLC 419 0,96 278 23,56
2025-07-09 13F Pps&v Asset Management Consultants, Inc. 413 0,00 274 22,32
2025-07-22 13F Relyea Zuckerberg Hanson LLC 2 355 −28,29 1 562 −12,35
2025-08-15 13F Howland Capital Management Llc 644 43,11 427 75,00
2025-08-13 13F Idaho Trust Bank 6 541 4,06 4 338 27,25
2025-08-14 13F Acas, Llc 657 48,31 465 87,85
2025-07-30 13F MEMBERS Trust Co 0 −100,00 0
2025-08-12 13F Jacobi Capital Management LLC 5 455 1,87 3 618 24,55
2025-07-10 13F HF Advisory Group, LLC 3 081 3,32 2 044 26,35
2025-08-12 13F Jpmorgan Chase & Co 6 192 082 1,08 4 107 085 23,61
2025-08-07 13F Verus Capital Partners, Llc 1 171 −7,50 776 13,12
2025-07-08 13F Davis Investment Partners, LLC 7 341 −1,52 4 819 23,41
2025-07-10 13F Ferguson Wellman Capital Management, Inc 629 −9,37 417 10,90
2025-08-14 13F Abound Financial, Llc 0 −100,00 0
2025-07-30 13F TFB Advisors LLC 1 151 22,32 763 49,61
2025-08-12 13F Manchester Capital Management LLC 9 548 115,73 6 333 163,88
2025-07-31 13F Hobart Private Capital, LLC 18 748 −6,10 12 435 14,84
2025-07-24 13F Williams & Novak, LLC 367 0,00 243 21,50
2025-07-08 13F Goldstone Financial Group, LLC 2 975 −4,09 2 005 19,20
2025-08-13 13F Haverford Trust Co 15 780 16,23 10 467 42,14
2025-08-12 13F MWA Asset Management 552 −0,36 366 22,00
2025-08-14 13F Comerica Bank 78 035 4,16 51 759 27,37
2025-07-23 13F Valmark Advisers, Inc. 2 741 −3,04 1 818 18,53
2025-07-08 13F Webster Bank, N. A. 404 0,00 268 21,92
2025-07-14 13F Financial Advisory Partners, Llc 9 161 1,38 6 076 24,00
2025-07-08 13F Atwood & Palmer Inc 40 0,00 27 23,81
2025-07-15 13F Kwmg, Llc 22 873 3,01 15 171 25,97
2025-07-28 13F Rosenberg Matthew Hamilton 500 −11,35 332 8,52
2025-08-14 13F Bank Of America Corp /de/ 15 400 220 −1,67 10 214 658 20,24
2025-08-12 13F Franklin Resources Inc 2 565 0,00 1 701 22,29
2025-07-31 13F Cambridge Investment Research Advisors, Inc. 156 223 15,44 104 41,10
2025-07-11 13F Bridge Creek Capital Management LLC 568 5,77 377 29,21
2025-08-14 13F Fwl Investment Management, Llc 697 0,00 462 22,22
2025-08-14 13F Summit Trail Advisors, Llc 7 338 −10,75 4 867 9,15
2025-08-05 13F HFG Advisors, Inc. 304 202
2025-07-31 13F Stegent Equity Advisors, Inc. 1 099 −5,50 729 15,71
2025-07-07 13F Bangor Savings Bank 23 0,00 15 25,00
2025-07-29 13F Chicago Partners Investment Group LLC 7 414 5,24 5 080 27,77
2025-08-13 13F SCS Capital Management LLC 29 508 −11,45 19 572 8,29
2025-08-13 13F Baird Financial Group, Inc. 36 902 7,62 24 476 31,61
2025-08-05 13F Sheridan Capital Management, LLC 10 209 −1,09 6 772 20,98
2025-07-15 13F Retireful, LLC 2 843 −75,27 1 886 −59,45
2025-05-02 13F BluePointe Capital Management, LLC 583 316
2025-07-30 13F Sonata Capital Group Inc 1 005 5,90 1
2025-07-31 13F Gallagher Capital Advisors, LLC 7 087 543,69 3 487 484,09
2025-07-17 13F XML Financial, LLC 36 230 2,88 24 031 25,80
2025-07-17 13F Sound Income Strategies, LLC 248 16,98 165 43,86
2025-08-07 13F Gryphon Financial Partners LLC 2 450 −39,98 1 625 −26,57
2025-08-11 13F Nomura Asset Management Co Ltd 16 631 −3,48 11 031 18,04
2025-07-17 13F CWA Asset Management Group, LLC 4 937 1,50 3 275 24,16
2025-08-08 13F Gts Securities Llc 6 523 366,26 4 327 470,71
2025-08-08 13F Tanglewood Legacy Advisors, LLC 92 61
2025-08-05 13F Magnolia Capital Advisors Llc 472 0,00 313 22,27
2025-07-22 13F Hrc Wealth Management, Llc 1 227 0,16 814 22,44
2025-07-23 13F First Merchants Corp 38 609 −11,01 25 609 8,82
2025-07-30 13F Townsend & Associates, Inc 603 0,00 415 40,20
2025-08-14 13F Camden Capital, LLC 4 935 12,36 3 273 37,41
2025-08-15 13F Scissortail Wealth Management, LLC 1 113 −2,37 738 19,42
2025-07-14 13F Proathlete Wealth Management Llc 36 24
2025-07-31 13F City State Bank 2 990 1,01 1 983 23,55
2025-08-01 13F Zhang Financial LLC 6 264 12,26 4 155 37,28
2025-08-07 13F Pinnacle Wealth Management Advisory Group, LLC 1 254 12,57 832 37,58
2025-08-11 13F Madison Asset Management, LLC 58 846 −0,76 39 032 21,36
2025-04-15 13F Fiduciary Financial Group, Llc 0 −100,00 0
2025-07-31 13F BIP Alliance, LLC 17 241 10,80 11 436 35,50
2025-07-17 13F Investment Research & Advisory Group, Inc. 0 −100,00 0
2025-08-08 13F Cedar Wealth Management, LLC 333 0,00 221 22,22
2025-07-25 13F Stephens Consulting, LLC 2 0,00 1 0,00
2025-08-01 13F Stuart Chaussee & Associates, Inc. 63 613 0,90 42 193 23,39
2025-08-13 13F Meridian Wealth Partners, LLC 317 210
2025-07-11 13F Skyline Advisors, Inc. 497 −43,07 330 −30,44
2025-07-30 13F Fingerlakes Wealth Management, Inc. 7 597 −1,54 5 039 20,41
2025-07-29 13F Angeles Wealth Management, Llc 314 43,38 208 76,27
2025-08-11 13F Lowe Brockenbrough & Co Inc 30 483 −3,52 20 219 17,99
2025-07-28 13F Perfromance Wealth Partners, LLC 1 330 11,11 882 35,90
2025-04-23 13F B.O.S.S. Retirement Advisors, LLC 0 −100,00 0 −100,00
2025-08-14 13F Hancock Whitney Corp 11 848 7 859
2025-07-10 13F Shira Ridge Wealth Management 5 536 0,56 3 672 23,02
2025-07-28 13F Ritholtz Wealth Management 2 052 1,48 1 361 24,18
2025-07-30 13F Wbh Advisory Inc 90 146 −3,93 59 792 17,49
2025-08-06 13F True Wealth Design, LLC 52 0,00 34 21,43
2025-07-21 13F Ashton Thomas Securities, Llc 620 −11,43 411 8,44
2025-07-29 13F Private Wealth Management Group, LLC 46 0,00 30 25,00
2025-07-30 13F Axiom Financial Strategies, LLC 25 836 −3,88 17 136 17,54
2025-08-13 13F Natixis Advisors, L.p. 21 889 5,48 15 27,27
2025-08-14 13F Susquehanna International Group, Llp 0 −100,00 0
2025-08-14 13F Visionary Wealth Advisors 1 837 1,16 1 218 23,78
2025-07-31 13F New Hampshire Trust 412 0,00 273 22,42
2025-07-18 13F Tanager Wealth Management LLP 576 7,87 382 32,18
2025-05-16 13F/A Kestra Investment Management, LLC 0 −100,00 0
2025-08-12 13F Goepper Burkhardt LLC 4 563 6,64 3 027 30,43
2025-07-25 13F Riverpoint Wealth Management Holdings, LLC 1 931 0,05 1 281 22,47
2025-08-14 13F Physicians Financial Services, Inc. 1 135 0,00 1
2025-07-24 13F Financial Security Advisor, Inc. 375 249
2025-07-31 13F Ingalls & Snyder Llc 1 045 −42,74 1
2025-08-14 13F Betterment LLC 2 777 84,76 2
2025-08-13 13F Correct Capital Wealth Management 751 0,00 498 22,36
2025-07-11 13F Thomasville National Bank 5 234 0,00 3 472 22,30
2025-07-01 13F Harbor Investment Advisory, Llc 915 0,11 607 22,42
2025-07-11 13F Harbour Capital Advisors, LLC 468 311
2025-07-29 13F Stratos Wealth Advisors, LLC 6 186 6,49 4 104 30,25
2025-08-01 13F Belvedere Trading LLC 1 1
2025-08-01 13F Belvedere Trading LLC Call 400 265
2025-08-01 13F Belvedere Trading LLC Put 300 199
2025-07-17 13F Chicago Capital, LLC 380 0,00 252 22,33
2025-08-15 13F First Heartland Consultants, Inc. 306 203
2025-08-13 13F Baker Avenue Asset Management, LP 2 497 −2,42 1 657 19,31
2025-08-04 13F One Day In July LLC 2 812 −6,45 1 865 14,36
2025-07-18 13F Parsons Capital Management Inc/ri 1 430 −12,54 948 7,00
2025-08-14 13F Two Sigma Investments, Lp 500 −99,71 332 −99,64
2025-07-14 13F AdvisorNet Financial, Inc 353 −24,89 234 −7,87
2025-08-07 13F Legacy Advisors, LLC 0 −100,00 0
2025-07-15 13F Cora Capital Advisors Llc 3 130 −35,99 2 076 −21,72
2025-08-12 13F Howe & Rusling Inc 787 0,13 522 22,30
2025-08-14 13F EP Wealth Advisors, Inc. 12 920 10,95 8 570 35,69
2025-08-11 13F Frank, Rimerman Advisors LLC 512 0,00 340 22,38
2025-07-22 13F Penobscot Investment Management Company, Inc. 793 −5,37 526 15,64
2025-08-06 13F Adviser Investments LLC 4 277 −3,08 2 837 18,55
2025-08-05 13F Elm Partners Management LLC 4 435 89,21 2 942 131,39
2025-08-07 13F McClarren Financial Advisors, Inc. 1 462 −54,57 970
2025-07-29 13F Sigma Investment Counselors Inc 926 27,02 614 55,44
2025-08-12 13F Edmond De Rothschild Holding S.a. 137 0,00 91 21,62
2025-07-09 13F Sandy Cove Advisors, LLC 598 397
2025-07-11 13F Kingstone Capital Partners Texas, LLC 1 166 031 530
2025-08-14 13F Nissay Asset Management Corp /japan/ /adv 204 727 0,00 135 791 22,29
2025-07-09 13F Lbmc Investment Advisors, Llc 2 864 110,90 1 899 158,02
2025-08-11 13F Wealthspire Advisors, LLC 5 778 9,62 3 833 34,03
2025-07-25 13F Mitchell Sinkler & Starr/pa 4 143 6,56 2 748 30,31
2025-07-22 13F Beacon Financial Advisory LLC 2 335 0,17 1 549 22,47
2025-08-13 13F Gateway Wealth Partners, LLC 1 330 46,15 882 78,90
2025-07-14 13F Gries Financial Llc 1 638 49,32 1 086 82,83
2025-07-21 13F Crews Bank & Trust 767 0,00 509 22,12
2025-08-13 13F River Wealth Advisors LLC 519 0,00 344 22,42
2025-08-14 13F IHT Wealth Management, LLC 9 164 −5,46 6 079 15,62
2025-07-23 13F Meitav Dash Investments Ltd 6 562 0,00 4 352 22,29
2025-07-24 13F JB Capital LLC 1 925 0,05 1 277 22,34
2025-07-25 13F Johnson Investment Counsel Inc 28 293 9,20 18 766 33,54
2025-08-06 13F Hoxton Planning & Management, LLC 1 685 −6,65 1 118 14,21
2025-08-12 13F CIBC Private Wealth Group, LLC 14 940 −26,81 9 909 3,20
2025-07-31 13F FSM Wealth Advisors, LLC 1 402 1,59 937 25,13
2025-07-14 13F Acropolis Investment Management, LLC 660 0,00 438 22,41
2025-07-22 13F McNaughton Wealth Management, LLC 2 322 11,15 1 540 35,92
2025-08-15 13F Morgan Stanley 2 053 228 −0,32 1 361 866 21,90
2025-08-14 13F Full Sail Capital, LLC 65 652 11,18 43 546 35,96
2025-05-14 13F Oarsman Capital, Inc. 0 −100,00 0 −100,00
2025-08-05 13F Key FInancial Inc 1 907 5,13 1 265 28,59
2025-05-15 13F Proquility Private Wealth Partners, LLC 21 080 −11,73 11 433 −23,00
2025-08-07 13F Allworth Financial LP 12 634 5,05 8 380 29,41
2025-08-13 13F My Purposeful Wealth Corp. 932 −8,90 645 16,25
2025-08-13 13F Tranquilli Financial Advisor LLC 6 148 30,39 4 078 59,44
2025-07-02 13F Crumly & Associates Inc. 634 421
2025-07-22 13F Carolina Wealth Advisors, LLC 113 18,95 75 45,10
2025-07-09 13F Market Street Wealth Management Advisors Llc 1 604 −7,12 1 064 13,57
2025-07-11 13F Pinnacle Bancorp, Inc. 277 −13,71 184 5,17
2025-05-09 13F Delta Financial Group, Inc. 18 244 6,92 10 0,00
2025-07-09 13F Affinity Capital Advisors, LLC 2 630 33,84 1 744 70,81
2025-07-30 13F Paragon Financial Partners, Inc. 697 0,14 462 22,55
2025-05-15 13F Twin Tree Management, LP Call 0 −100,00 0
2025-07-23 13F Mainsail Asset Management, Llc 4 972 0,04 3 298 22,34
2025-07-17 13F Wolff Wiese Magana Llc 313 0,00 208 22,49
2025-08-08 13F Thrive Capital Management, LLC 597 396
2025-07-28 13F Patten & Patten Inc/tn 984 0,41 653 22,79
2025-07-25 13F Sequoia Financial Advisors, LLC 8 105 −0,55 5 376 21,63
2025-07-18 13F Philip James Wealth Mangement, LLC 332 220
2025-08-08 13F Fiera Capital Corp 366 243
2025-05-13 13F Prudential Plc 0 −100,00 0
2025-07-07 13F Thurston, Springer, Miller, Herd & Titak, Inc. 96 −13,51 64 6,67
2025-07-16 13F Crowley Wealth Management, Inc. 44 0,00 29 26,09
2025-07-09 13F Pallas Capital Advisors LLC 9 103 −1,04 6 037 21,01
2025-08-12 13F Retirement Planning Co of New England, Inc. 2 046 0,29 1 357 22,60
2025-07-17 13F Janney Montgomery Scott LLC 246 010 −1,61 163 20,74
2025-07-11 13F Rockwood Wealth Management, LLC 2 315 −9,61 1 536 10,51
2025-08-13 13F Royal Fund Management, LLC 15 125 −1,21 10 072 20,12
2025-08-13 13F Balanced Wealth Group Llc 560 0,00 387 27,39
2025-07-15 13F Sheets Smith Wealth Management 674 0,45 447 22,80
2025-08-06 13F Golden State Wealth Management, LLC 180 27,66 120 56,58
2025-07-30 13F White Lighthouse Investment Management Inc. 33 668 −1,19 22 331 20,83
2025-08-08 13F Bailard, Inc. 116 052 3,91 76 975 27,07
2025-08-04 13F UNIVEST FINANCIAL Corp 701 0,00 465 22,11
2025-08-12 13F Ascent Wealth Partners, LLC 2 240 0,00 1 486 22,32
2025-08-12 13F Private Management Group Inc 461 306
2025-07-21 13F Trust Co of Kansas 0 −100,00 0
2025-07-23 13F Matisse Capital 412 0,00 273 22,42
2025-07-17 13F Elwood & Goetz Wealth Advisory Group, LLC 55 354 2,41 36 715 25,23
2025-08-15 13F Northeast Financial Consultants Inc 1 591 0,00 1 055 22,27
2025-08-11 13F Bellwether Advisors, LLC 9 6
2025-07-16 13F ORG Partners LLC 191 −52,61 125 −43,18
2025-07-11 13F Seacrest Wealth Management, Llc 8 264 4,42 5 481 27,70
2025-07-22 13F Jamison Private Wealth Management, Inc. 509 0,00 338 22,10
2025-08-08 13F Petix & Botte Co 574 8,30 381 32,40
2025-07-23 13F IMZ Advisory Inc 371 0,00 254 26,37
2025-08-04 13F IFG Advisory, LLC 15 926 −7,75 10 563 12,82
2025-07-17 13F/A Capital Investment Advisors, LLC 2 646 −9,60 1 755 10,59
2025-07-10 13F Kmg Fiduciary Partners, Llc 1 251 −0,08 830 22,09
2025-07-31 13F Conservest Capital Advisors, Inc. 1 738 27,61 1 153 56,10
2025-07-16 13F/A CX Institutional 1 187 422,91 1
2025-08-14 13F Jane Street Group, Llc 12 939 227,82 8 582 301,03
2025-07-23 13F HTG Investment Advisors, Inc. 363 241
2025-08-14 13F FIL Ltd 62 196 0,00 41 253 22,29
2025-08-14 13F Quantitative Investment Management, LLC 0 −100,00 0
2025-07-08 13F Madison Park Capital Advisors, LLC 412 1,48 273 24,09
2025-08-14 13F Ambassador Advisors, LLC 574 18,60 381 45,04
2025-07-17 13F Venture Visionary Partners LLC 2 711 −12,72 1 799 6,77
2025-07-22 13F Belpointe Asset Management LLC 11 336 −30,84 7 519 −15,42
2025-08-14 13F Jane Street Group, Llc Put 122 700 −3,08 81 384 18,52
2025-08-11 13F Strategic Wealth Partners, Ltd. 66 44
2025-07-28 13F Duncker Streett & Co Inc 57 0,00 38 23,33
2025-08-14 13F Jane Street Group, Llc Call 76 100 3,40 50 476 26,44
2025-07-22 13F Mascoma Wealth Management LLC 86 −48,19 57 −36,67
2025-08-01 13F Penobscot Wealth Management 17 173 8,84 11 390 33,11
2025-07-18 13F Heritage Financial Services, LLC 765 −24,48 507 −7,65
2025-08-14 13F Chilton Investment Co Llc 337 224
2025-08-14 13F Ancora Advisors, LLC 1 200 4,71 796 28,02
2025-08-01 13F Unconventional Investor, LLC 325 215
2025-08-08 13F Symphony Financial Services, Inc. 4 139 0,88 2 745 23,37
2025-07-16 13F Arkansas Financial Group, Inc. 19 927 1,11 13 376 33,14
2025-07-22 13F Joule Financial, LLC 7 622 0,12 5 055 22,43
2025-07-29 13F Aspiriant, Llc 12 891 −37,34 8 550 −23,37
2025-08-11 13F Stonebrook Private Inc. 483 14,45 320 39,74
2025-08-08 13F SG Americas Securities, LLC 1 592 70,27 1
2025-08-12 13F Clearwater Capital Advisors, LLC 891 0,00 591 22,15
2025-04-22 13F Castleview Partners, Llc 0 −100,00 0
2025-07-16 13F Embree Financial Group 2 328 −0,21 1 544 22,06
2025-07-17 13F Forefront Wealth Management Inc. 2 723 5,46 1 806 28,93
2025-08-18 13F Hershey Financial Advisers, LLC 2 597 −10,23 1 723 −4,23
2025-08-07 13F Everhart Financial Group, Inc. 1 041 0,00 690 22,34
2025-07-15 13F BCS Wealth Management 527 2,13 0
2025-07-23 13F High Note Wealth, LLC 1 039 0,00 689 22,38
2025-08-12 13F J.w. Cole Advisors, Inc. 25 362 19,94 16 822 46,67
2025-08-14 13F Fiduciary Trust Co 30 314 −6,74 20 107 14,04
2025-08-12 13F Argent Trust Co 1 071 3,38 710 26,56
2025-08-13 13F Fisher Asset Management, LLC 63 497 −7,00 42 117 13,73
2025-08-11 13F Advisor Resource Council 680 −89,69 451 −85,94
2025-07-21 13F Credential Qtrade Securities Inc. 93 0,00 49 6,67
2025-07-15 13F Ballentine Partners, LLC 1 528 0,00 1 013 22,34
2025-07-17 13F Jackson, Grant Investment Advisers, Inc. 1 662 43,15 1 103 75,20
2025-08-26 13F/A Thrivent Financial For Lutherans 3 444 36,29 2 100,00
2025-07-22 13F IVC Wealth Advisors LLC 962 11,60 638 36,62
2025-08-05 13F Prosperity Wealth Management, Inc. 366 −29,34 243 −13,88
2025-06-03 13F Invst, LLC 10 535 −18,75 5 714 −29,14
2025-08-07 13F Midwest Trust Co 3 321 2 203
2025-07-16 13F Perigon Wealth Management, LLC 28 264 26,82 18 747 55,09
2025-07-25 13F Lion Street Advisors, LLC 746 4,04 495 27,32
2025-08-08 13F Bouchey Financial Group Ltd 15 589 −1,53 10 340 20,42
2025-07-29 13F Werba Rubin Papier Wealth Management 1 117 0,00 741 22,48
2025-08-14 13F Smartleaf Asset Management LLC 202 0,00 133 21,10
2025-05-28 13F Addison Capital Co 0 −100,00 0 −100,00
2025-07-24 13F Us Bancorp \de\ 16 551 14,27 10 978 39,75
2025-07-16 13F Moisand Fitzgerald Tamayo, LLC 250 0,00 166 22,22
2025-08-13 13F Grove Street Fiduciary, LLC 1 428 0,00 947 22,35
2025-04-11 13F Safeguard Financial, LLC 2 186 1,25 1 185 −11,70
2025-05-07 13F Horan Capital Advisors, LLC. 0 −100,00 0
2025-08-01 13F Boyd Watterson Asset Management Llc/oh 71 0,00 47 23,68
2025-07-07 13F Trust Co Of Oklahoma 60 474 −1,25 40 111 20,76
2025-07-29 13F JTC Employer Solutions Trusteee Ltd 2 028 0,00 1 0,00
2025-08-11 13F Sykon Capital Llc 525 0,00 348 22,54
2025-08-05 13F Westside Investment Management, Inc. 751 −8,86 497 11,19
2025-08-14 13F Becker Capital Management Inc 1 118 −41,40 742 −28,34
2025-07-21 13F Old Second National Bank Of Aurora 60 0,00 40 21,88
2025-08-08 13F Pioneer Trust Bank N A/or 500 0,00 332 22,14
2025-07-24 13F Drucker Wealth 3.0, LLC 16 260 −25,75 11 006 −7,34
2025-07-24 13F Trevian Wealth Management LLC 341 0
2025-07-16 13F MontVue Capital Management, Inc. 6 488 0,00 4 303 22,31
2025-08-13 13F Icapital Wealth Llc 523 0,00 347 22,26
2025-08-07 13F Nwam Llc 3 044 6,99 2 114 37,03
2025-08-14 13F Riggs Asset Managment Co. Inc. 15 0,00 10 12,50
2025-07-25 13F Cwm, Llc 12 274 8,90 8 33,33
2025-08-14 13F/A Skopos Labs, Inc. 1 342 2 882,22 890 3 608,33
2025-07-18 13F Trilogy Capital Inc. 10 281 −5,29 6 819 15,83
2025-07-08 13F Next Level Private LLC 342 227
2025-07-16 13F Signaturefd, Llc 2 218 53,07 1 471 87,15
2025-07-11 13F Annex Advisory Services, LLC 27 924 −5,22 18 522 15,91
2025-08-26 NP EVMLX - The E-Valuator Moderate (50%-70%) RMS Fund Service Class Shares 3 093 2 052
2025-07-09 13F WealthCare Investment Partners, LLC 2 136 −0,65 1 440 36,14
2025-07-23 13F Madden Advisory Services, Inc. 22 324 −1,63 14 807 20,30
2025-04-23 13F Financial Life Planners 0 −100,00 0
2025-08-13 13F Dana Investment Advisors, Inc. 437 −2,89 290 18,44
2025-08-11 13F TAGStone Capital, Inc. 1 772 1 239
2025-07-11 13F AA Financial Advisors, LLC 440 0,00 292 22,69
2025-07-31 13F 180 Wealth Advisors, Llc 508 −7,47 337 13,47
2025-08-14 13F DecisionPoint Financial, LLC 172 −47,88 113 −37,43
2025-04-29 13F Centered Wealth LLC dba Miller Equity Capital Advisors 0 −100,00 0
2025-08-08 13F Charter Research & Investment Group, Inc. 1 120 0,00 743 22,24
2025-08-13 13F Orleans Capital Management Corp/la 3 113 22,41 2 065 49,67
2025-08-14 13F Obsidian Personal Planning Solutions LLC 321 213
2025-08-14 13F Glen Eagle Advisors, LLC 482 0,00 320 22,22
2025-07-28 13F Private Wealth Asset Management, LLC 286 −3,38 190 18,13
2025-05-14 13F Heritage Wealth Partners, LLC 516 3,20 280 −10,29
2025-05-15 13F Whitford Management LLC 0 −100,00 0
2025-08-11 13F FSA Wealth Management LLC 162 0,00 107 22,99
2025-07-23 13F Ami Investment Management Inc 64 473 1,98 42 764 24,71
2025-07-18 13F Northstar Group, Inc. 721 0,00 478 22,25
2025-08-07 13F Rathbone Brothers plc 5 130 2,58 3 403 25,44
2025-07-14 13F U.S. Capital Wealth Advisors, LLC 11 765 38,64 7 804 69,56
2025-07-29 13F Signature Estate & Investment Advisors Llc 10 738 5,93 7 122 29,54
2025-08-13 13F American Investment Services, Inc. 720 −9,43 478 10,67
2025-07-22 13F Stanich Group LLC 306 205
2025-08-07 13F Laffer Investments 340 226
2025-06-27 NP HTDAX - Hanlon Tactical Dividend and Momentum Fund Class A Shares 29 026 −1,41 15 948 −12,15
2025-08-12 13F Peachtree Investment Partners, LLC 2 783 −28,44 1 846 −12,52
2025-08-05 13F Sigma Planning Corp 8 426 −1,37 5 589 20,63
2025-08-07 13F Birchcreek Wealth Management, LLC 5 156 5,94 3 420 29,59
2025-08-12 13F SRS Capital Advisors, Inc. 1 817 −10,27 1 205 9,74
2025-07-30 13F Retirement Planning Group 6 399 23,63 4 244 51,19
2025-07-14 13F Chapin Davis, Inc. 1 268 0,00 841 22,42
2025-07-15 13F Pitti Group Wealth Management, LLC 317 210
2025-07-17 13F Summit Financial Strategies, Inc. 526 0,00 349 22,11
2025-07-21 13F Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 3 898 −42,56 2 586 −29,76
2025-08-12 13F Marshall & Sterling Wealth Advisors Inc. 10 070 5,83 6 625 28,30
2025-09-19 13F Canal Capital Management, LLC 645 0,00 428 22,35
2025-08-11 13F One Capital Management, LLC 975 10,54 647 35,15
2025-07-25 NP SRGAX - Stringer Growth Fund Class A Shares 1 150 −55,80 697 −25,77
2025-08-07 13F Americana Partners, LLC 1 631 10,05 1 082 34,62
2025-08-12 13F BlueStem Wealth Partners, LLC 324 215
2025-08-26 NP EVAGX - The E-Valuator Aggressive Growth (85%-99%) RMS Fund Service Class Shares 5 924 3 929
2025-08-14 13F Sequent Planning LLC 1 512 0,40 1 003 22,79
2025-07-29 13F Activest Wealth Management 0 0
2025-07-14 13F Masso Torrence Wealth Management Inc. 494 0,00 328 22,47
2025-07-09 13F Wolff Financial Management Llc 5 705 0,11 4 0,00
2025-07-08 13F Adamsbrown Wealth Consultants Llc 468 −3,11 310 18,77
2025-08-04 13F Kovack Advisors, Inc. 3 386 0,83 2 246 23,28
2025-07-22 13F Berger Financial Group, Inc 2 099 −0,47 1 392 21,78
2025-08-13 13F Transce3nd, LLC 15 0,00 10 12,50
2025-08-12 13F FourThought Financial Partners, LLC 3 398 −2,30 2 254 19,51
2025-08-05 13F Fourth Dimension Wealth, LLC 740 0,00 491 22,19
2025-07-17 13F Capital Insight Partners, Llc 599 0,00 397 22,53
2025-07-22 13F Accel Wealth Management 662 −11,26 439 8,66
2025-08-08 13F Kingsview Wealth Management, LLC 10 170 2,46 6 746 25,30
2025-08-05 13F Transatlantique Private Wealth Llc 11 270 6,81 7 475 30,64
2025-08-14 13F Toroso Investments, LLC 21 286 53,34 14 119 87,51
2025-07-09 13F Byrne Asset Management LLC 112 −13,85 74 5,71
2025-07-25 13F Summa Corp. 445 295
2025-08-08 13F ProVise Management Group, LLC 540 12,73 358 38,22
2025-08-12 13F Eley Financial Management, Inc 8 197 −2,83 5 437 17,84
2025-08-05 13F Huntington National Bank 5 253 19,55
2025-08-14 13F Mercer Global Advisors Inc /adv 34 887 4,30 23 139 27,62
2025-08-26 NP EVCLX - The E-Valuator Conservative (15%-30%) RMS Fund Service Class Shares 405 269
2025-08-12 13F PKS Advisory Services, LLC 969 −10,28 643 10,69
2025-08-13 13F Texas Capital Bank Wealth Management Services Inc 500 0,00 332 22,14
2025-05-15 13F Fortress Private Ledger, Llc 0 −100,00 0
2025-07-30 13F Parcion Private Wealth LLC 0 −100,00 0
2025-07-16 13F GenWealth Group, Inc. 360 239
2025-07-24 13F Lee Financial Co 695 0,00 461 22,34
2025-08-14 13F Kinloch Capital, LLC 24 141 6 170,39 16 012 7 598,08
2025-05-14 13F HAP Trading, LLC Call 0 −100,00 0
2025-07-10 13F Clare Market Investments LLC 1 098 0,09 728 22,56
2025-07-28 13F Nadler Financial Group, Inc. 496 0,00 329 21,93
2025-08-06 13F Mark Sheptoff Financial Planning, Llc 10 0,00 7 20,00
2025-04-17 13F Strategic Advisors LLC 0 −100,00 0
2025-07-21 13F Triad Wealth Partners, LLC 318 211
2025-07-23 13F Schrum Private Wealth Management LLC 3 201 0,79 2 123 23,29
2025-08-08 13F VERITY Wealth Advisors 790 0,00 524 22,20
2025-07-16 13F Magnus Financial Group LLC 7 710 44,76 5 114 77,04
2025-08-19 13F Newbridge Financial Services Group, Inc. 343 1,18 227 24,04
2025-07-23 13F Elevate Wealth Advisory, Inc 406 57,98 270 93,53
2025-07-31 13F Leavell Investment Management, Inc. 16 184 −1,79 10 734 20,09
2025-07-18 13F Naples Global Advisors, Llc 14 119 −0,41 9 365 21,78
2025-08-14 13F Sunbelt Securities, Inc. 5 444 −9,58 3 385 3,68
2025-08-06 13F Wsfs Capital Management, Llc 3 146 −66,23 2 087 −58,72
2025-07-30 13F D.a. Davidson & Co. 11 650 −5,28 7 727 15,83
2025-08-14 13F Douglass Winthrop Advisors, LLC 3 445 0,00 2 285 22,32
2025-08-13 13F West Wealth Group, LLC 386 −16,09 267 6,37
2025-08-13 13F Strategic Family Wealth Counselors, L.L.C. 3 555 1,69 2 358 24,38
2025-09-04 13F Beacon Capital Management, Inc. 193 722 193,43 128 492 217,54
2025-07-31 13F Sage Mountain Advisors LLC 19 227 0,00 12 753 22,29
2025-07-28 13F Bridges Investment Management Inc 615 0,00 408 22,22
2025-08-13 13F Nicolet Bankshares Inc 664 0,00 440 22,22
2025-07-07 13F Kings Path Partners LLC 34 0,00 23 22,22
2025-08-12 13F Charles Schwab Investment Management Inc 4 457 −11,27 2 956 8,52
2025-08-13 13F Shelton Capital Management 1 132 25,78 751 53,69
2025-08-14 13F Keebeck Wealth Management, LLC 38 995 −0,39 25 865 21,82
2025-08-18 13F Pacific Center for Financial Services 329 0,00 218 22,47
2025-07-28 13F Hudson Capital Management LLC 815 541
2025-08-08 13F Austin Wealth Management, LLC 2 674 0,00 1 847 28,28
2025-08-08 13F Creative Planning 140 772 5,45 93 371 28,95
2025-08-14 13F Fairview Capital Investment Management, Llc 1 483 0,00 984 22,26
2025-08-13 13F Bare Financial Services, Inc 990 4,21 657 27,38
2025-08-06 13F Stonebridge Financial Planning Group, LLC 4 309 −12,28 2 858 7,28
2025-05-28 13F Intrua Financial, LLC 0 −100,00 0 −100,00
2025-08-07 13F Apeiron RIA LLC 452 0,00 300 22,04
2025-08-12 13F Laurel Wealth Advisors LLC 1 487 074 210 235,79 2 −99,48
2025-07-29 13F Wingate Wealth Advisors, Inc. 1 050 5,53 697 29,13
2025-08-04 13F Cottage Street Advisors LLC 359 238
2025-08-07 13F Winthrop Capital Management, LLC 46 427 5,87 31 30,43
2025-07-24 13F Mengis Capital Management, Inc. 918 0,00 609 22,33
2025-07-31 13F Buckingham Strategic Partners 5 206 −1,66 3 453 20,27
2025-07-14 13F McMahon Financial Advisors, LLC 1 256 −22,33 833 −5,02
2025-07-02 13F Howard Financial Services, Ltd. 416 −27,78 276 −11,86
2025-08-12 13F Financial Advocates Investment Management 1 326 −4,26 879 17,04
2025-07-30 13F WESPAC Advisors SoCal, LLC 308 204
2025-08-05 13F Beckerman Institutional, LLC 772 −1,91 1
2025-07-15 13F GSB Wealth Management, LLC 1 479 223,63 388 57,09
2025-08-11 13F Inspire Advisors, LLC 2 290 18,35 1 519 44,80
2025-08-15 13F High Falls Advisors, Inc 960 3,23 637 26,19
2025-07-10 13F Security National Bank 627 −2,34 416 19,25
2025-07-14 13F Caitlin John, LLC 775 −1,52 514 20,42
2025-08-11 13F Slagle Financial, LLC 417 12,70 276 38,00
2025-07-23 13F Stonegate Investment Group, LLC 1 140 0,00 756 22,33
2025-08-19 13F Asset Dedication, LLC 209 3,98 139 26,61
2025-08-14 13F West Coast Financial LLC 0 −100,00 0
2025-08-18 13F/A Westwood Holdings Group Inc 578 −52,35 383 −41,70
2025-07-22 13F Kickstand Ventures, Llc. 784 −6,22 520 14,79
2025-08-11 13F FineMark National Bank & Trust 2 503 45,69 1 660 78,30
2025-08-07 13F Hughes Financial Services, LLC 0 −100,00 0
2025-08-13 13F KDK Private Wealth Management, LLC 2 998 −0,93 1 989 21,15
2025-08-05 13F Cherry Tree Wealth Management, LLC 215 0,00 143 22,41
2025-08-14 13F Hrt Financial Lp 0 −100,00 0
2025-07-29 13F Stratos Wealth Partners, LTD. 35 133 −8,66 23 303 11,70
2025-07-08 13F Parisi Gray Wealth Management 567 0,18 376 22,48
2025-07-28 13F Founders Grove Wealth Partners, Llc 29 175 19,53 19 351 46,18
2025-08-14 13F Cascades Capital Asset Management, LLC 1 451 17,02 963 43,15
2025-08-06 13F Van Cleef Asset Management,Inc 700 0,00 464 22,43
2025-07-23 13F Woodside Wealth Management LLC 114 0,00 76 22,95
2025-08-01 13F Private Wealth Partners, LLC 1 751 0,00 1 161 22,34
2025-08-12 13F Fortis Capital Management LLC 540 358
2025-09-19 NP MAGSX - Madison Aggressive Allocation Fund Aggressive Allocation Fund Class A 5 817 0,00 4 016 25,66
2025-08-08 13F Cornerstone Advisors Asset Management, Inc 13 885 0,01 9 210 22,30
2025-04-28 NP JIBOX - Multi-Index Lifestyle Balanced Portfolio Class 1 6 625 −49,57 3 965 −51,50
2025-07-15 13F Garrett Investment Advisors LLC 711 11,27 472 36,13
2025-07-17 13F Northwest Wealth Management, Llc 357 237
2025-08-14 13F Financial Engines Advisors L.L.C. 4 406 67,59 2 922 104,98
2025-08-08 NP QALTX - Quantified Alternative Investment Fund Investor Class Shares 93 −89,22 62 −88,62
2025-08-05 13F Ellevest, Inc. 878 0,00 582 22,27
2025-07-29 13F Empirical Asset Management, LLC 1 164 0,00 772 22,35
2025-07-24 13F Morton Brown Family Wealth, LLC 40 0,00 27 23,81
2025-08-14 13F Aprio Wealth Management, LLC 621 28,04 412 56,87
2025-08-12 13F Holderness Investments Co 1 326 4,57 880 27,95
2025-08-12 13F Pathstone Holdings, LLC 38 203 −7,21 25 339 12,99
2025-08-01 13F Financial Counselors Inc 0 −100,00 0
2025-08-15 13F Tower Research Capital LLC (TRC) 32 −33,33 21 −16,00
2025-08-06 13F Cloud Capital Management, LLC 0 −100,00 0
2025-08-05 13F Gibraltar Capital Management, Inc. 21 580 0,05 14 314 22,34
2025-08-04 13F BLB&B Advisors, LLC 3 715 −5,30 2 464 15,79
2025-07-25 13F Griffin Asset Management, Inc. 2 687 125,99 1 782 176,71
2025-07-09 13F Bulwark Capital Corp 7 530 4 994
2025-07-23 13F Ironwood Financial, llc 540 0,00 293 0,00
2025-07-24 13F IFP Advisors, Inc 33 328 7,77 22 151 31,77
2025-07-14 13F Narus Financial Partners, LLC 1 128 −9,98 748 10,16
2025-07-29 13F Mezzasalma Advisors, LLC 625 −0,32 415 21,76
2025-07-17 13F Lauterbach Financial Advisors, LLC 1 098 0,00 728 22,35
2025-07-31 13F Brighton Jones Llc 3 058 30,24 2 029 59,31
2025-07-31 13F Rational Advisors Llc 720 112,39 478 160,66
2025-04-29 NP OCIO - ClearShares OCIO ETF 9 689 1,16 5 799 −2,70
2025-07-15 13F Highland Financial Advisors, LLC 2 341 28,27 1 553 56,93
2025-07-22 13F Wealthcare Advisory Partners LLC 9 612 20,97 6 376 47,95
2025-07-15 13F FLP Wealth Management, LLC 0 −100,00 0
2025-07-18 13F Union Bancaire Privee, UBP SA 1 114 0,00 731 20,83
2025-07-22 13F Red Door Wealth Management, LLC 1 564 143,23 1 037 197,99
2025-07-09 13F Keystone Wealth Services, LLC 494 −37,39 328 −23,42
2025-07-16 13F True North Advisors, LLC 519 0,00 344 22,42
2025-07-30 13F Chokshi & Queen Wealth Advisors, Inc 1 303 0,00 864 22,38
2025-08-11 13F Brown Brothers Harriman & Co 2 170 158,95 1 439 216,96
2025-08-13 13F Level Four Advisory Services, Llc 901 −21,31 598 −3,86
2025-07-25 13F MOKAN Wealth Management Inc. 10 269 −19,44 6 807 −1,48
2025-08-05 13F Tiaa Trust, National Association 43 451 −6,29 28 820 14,60
2025-09-04 13F/A Advisor Group Holdings, Inc. 192 094 5,85 127 090 28,93
2025-07-16 13F Spirepoint Private Client, Llc 749 0,40 497 22,77
2025-07-29 13F John G Ullman & Associates Inc 445 0,00 295 22,41
2025-08-04 13F Arkadios Wealth Advisors 6 431 −7,88 4 265 12,65
2025-08-14 13F Glenview Trust Co 438 291
2025-07-10 13F Redhawk Wealth Advisors, Inc. 1 584 0,38 1 050 22,66
2025-08-04 13F Noesis Capital Mangement Corp 1 232 −5,74 817 15,25
2025-07-17 13F Chatham Capital Group, Inc. 20 126 −2,01 13 349 19,83
2025-04-25 13F Oceanside Advisors LLC 0 −100,00 0
2025-07-22 13F Vested Financial Planning, LLC 461 0,00 306 22,00
2025-08-06 13F Ipsen Advisor Group LLC 765 0,00 507 22,17
2025-08-06 13F/A Flagship Private Wealth, LLC 11 820 1,31 7 840 23,89
2025-07-22 13F Miracle Mile Advisors, LLC 2 988 3,00 1 982 25,94
2025-08-06 13F Rialto Wealth Management, LLC 137 0,00 91 21,62
2025-08-13 13F Northwestern Mutual Wealth Management Co 660 567 5,96 438 141 29,58
2025-04-25 13F Wall Street Financial Group, Inc. 29 285 20,84 15 883 5,41
2025-09-09 13F NWF Advisory Services Inc. 14 353 8,43 9 520 32,60
2025-07-09 13F Goelzer Investment Management, Inc. 1 601 −3,67 1 062 17,87
2025-08-14 13F Quantinno Capital Management LP 21 842 23,82 14 488 51,43
2025-08-15 13F Chapman Financial Group, Llc 294 0,00 195 7,14
2025-08-11 13F Culbertson A N & Co Inc 11 854 −1,38 7 863 20,60
2025-07-21 13F Jmac Enterprises Llc 20 257 2,31 13 436 25,11
2025-08-14 13F Modern Wealth Management, LLC 1 211 −4,95 803 16,21
2025-08-08 NP QTSSX - Quantified Tactical Sectors Fund Investor Class Shares 15 736 −31,25 10 437 −20,92
2025-08-14 13F Lazard Asset Management Llc 4 279 0,00 3 0,00
2025-08-07 13F Summit X, LLC 754 100,00 500 145,10
2025-08-12 13F NFP Retirement, Inc. 8 440 −0,42 5 598 21,78
2025-08-11 13F Blue Bell Private Wealth Management, Llc 515 1,18 342 23,55
2025-08-05 13F Telos Capital Management, Inc. 1 269 18,05 842 44,25
2025-09-19 NP MCNAX - Madison Conservative Allocation Fund Conservative Allocation Fund Class A 1 473 0,00 1 017 25,71
2025-05-14 13F Monterey Private Wealth, Inc. 393 0,00 213 −12,70
2025-08-12 13F Terra Nova Asset Management LLC 915 0,00 607 22,18
2025-08-08 13F Smithfield Trust Co 65 27,45 0
2025-08-08 13F Tortoise Investment Management, LLC 286 7,12 190 31,25
2025-07-17 13F Heritage Investment Group, Inc. 3 360 0,00 2 229 22,28
2025-08-11 13F Brass Tax Wealth Management, Inc 842 13,94 559 39,50
2025-08-11 13F Nations Financial Group Inc, /ia/ /adv 1 077 −2,45 715 19,20
2025-07-28 13F Curated Wealth Partners LLC 4 293 −0,53 2 847 21,67
2025-07-15 13F Maseco Llp 157 104
2025-07-21 13F Ameritas Advisory Services, LLC 7 472 −37,11 4 956 −28,65
2025-07-25 13F Pandora Wealth, Inc. 21 14
2025-07-18 13F Bartlett & Co. Wealth Management Llc 8 117 −0,25 5 384 21,98
2025-08-13 13F Colonial Trust Advisors 91 0,00 60 22,45
2025-08-13 13F Serenus Wealth Advisors, LLC 0 −100,00 0
2025-08-29 13F Total Investment Management Inc 91 60
2025-08-11 13F Compass Capital Corp /ma/ /adv 414 −1,43 290 41,67
2025-07-28 13F Cornerstone Wealth Group, LLC 513 0,00 340 22,74
2025-08-13 13F M&t Bank Corp 149 059 −7,54 98 867 13,08
2025-08-14 13F Monetary Management Group Inc 60 0,00 40 21,88
2025-07-21 13F Ascent Group, LLC 4 417 −5,86 2 929 15,13
2025-07-10 13F American Financial Advisors, LLC 363 241
2025-08-28 13F China Universal Asset Management Co., Ltd. 40 110,53 27 160,00
2025-08-06 13F Atlas Legacy Advisors, LLC 16 153 89,23 10 712 120,41
2025-08-12 13F Trexquant Investment LP 586 −23,30 389 −6,28
2025-08-14 13F Sterling Wealth Management, Inc. 674 0,00 447 6,68
2025-07-14 13F Cathy Pareto & Associates, Inc 6 703 1,68 4 446 24,34
2025-08-12 13F Zacks Investment Management 1 005 −23,86 666 −6,98
2025-08-12 13F Concentrum Wealth Management 4 561 2,56 3 025 25,41
2025-08-06 13F Atlantic Union Bankshares Corp 6 087 4 038
2025-07-11 13F Myecfo, Llc 906 61,50 601 77,51
2025-04-29 13F SwitchPoint Financial Planning, LLC 0 −100,00 0
2025-07-15 13F Christensen, King & Associates Investment Services, Inc. 3 598 −1,53 2 387 13,19
2025-08-14 13F Arete Wealth Advisors, LLC 1 286 −11,80 1
2025-08-08 13F Advisors Capital Management, LLC 14 156 5,90 9 389 29,50
2025-07-14 13F MY Wealth Management Inc. 8 690 −3,90 5 764 17,21
2025-07-30 13F Pacific Sun Financial Corp 2 540 −5,75 1 685 15,26
2025-08-19 13F Slocum, Gordon & Co LLP 60 0,00 40 21,88
2025-07-29 13F Progressive Investment Management Corp 700 0,00 464 22,43
2025-08-14 13F Financial Advisory Service, Inc. 922 4,77 611 28,09
2025-07-25 13F Fifth Third Wealth Advisors LLC 19 146 348,28 12 699 448,32
2025-07-30 13F Strategic Blueprint, LLC 7 781 −29,12 5 161 −13,34
2025-07-24 13F GFG Capital, LLC 400 −57,89 266 −48,54
2025-08-11 13F Greykasell Wealth Strategies, Inc. 165 768,42 109 990,00
2025-08-18 13F V2 Financial group LLC 500 0,00 332 22,14
2025-04-28 NP JRTBX - Multi-Index 2025 Lifetime Portfolio Class 1 3 015 −46,67 1 804 −48,72
2025-07-16 13F Global Wealth Management, LLC 4 575 −10,97 3 067 10,01
2025-06-03 13F/A First National Bank Of Omaha 553 300
2025-07-23 13F Foresight Capital Management Advisors, Inc. 0 −100,00 0
2025-07-24 13F McKinley Carter Wealth Services, Inc. 1 578 1,68 1 047 24,38
2025-08-06 13F SOUTH STATE Corp 3 918 1,69 2 599 24,37
2025-07-14 13F Kfg Wealth Management, Llc 1 651 1 095
2025-07-24 13F Eastern Bank 833 15,37 553 41,18
2025-07-10 13F Piscataqua Savings Bank 125 0,00 83 22,39
2025-07-21 13F Qrg Capital Management, Inc. 1 803 −3,74 1 196 17,73
2025-08-07 13F 49 Wealth Management, Llc 349 −7,43 231 13,24
2025-08-15 13F Resources Management Corp /ct/ /adv 449 0,00 0
2025-07-11 13F LongView Wealth Management 360 239
2025-07-17 13F Fifth Third Securities, Inc. 15 385 0,56 10 205 22,97
2025-09-12 13F/A Valeo Financial Advisors, LLC 4 623 30,26 3 066 59,27
2025-08-06 13F SP Asset Management LLC 665 14,85 441 40,89
2025-08-11 13F HHM Wealth Advisors, LLC 491 0,00 326 22,18
2025-08-11 13F United Capital Financial Advisers, Llc 4 340 4,03 2 879 27,18
2025-08-04 13F Ledyard National Bank 1 579 −3,25 1 047 18,31
2025-07-31 13F Leelyn Smith, LLC 3 655 0,00 2 424 22,30
2025-07-25 13F Ellis Investment Partners, LLC 629 0,16 417 22,65
2025-09-19 NP MMDAX - Madison Moderate Allocation Fund Moderate Allocation Fund Class A 7 294 0,00 5 036 25,68
2025-07-17 13F Albion Financial Group /ut 1 239 0,00 822 22,17
2025-08-13 13F Keystone Financial Group 2 001 −11,50 1 327 7,10
2025-07-08 13F Chemistry Wealth Management LLC 642 −12,65 426 7,04
2025-07-22 13F Autumn Glory Partners, LLC 2 542 0,87 1 686 23,43
2025-08-11 13F Howard Wealth Management, Llc 1 080 −0,83 716 21,15
2025-08-13 13F Capital Advisors Wealth Management, LLC 37 694 2,21 25 002 24,99
2025-07-15 13F Fifth Third Bancorp 48 218 −2,28 31 982 19,51
2025-08-14 13F Horizon Investments, LLC 45 30
2025-07-18 13F Dogwood Wealth Management LLC 89 60
2025-08-12 13F PSI Advisors, LLC 0 −100,00 0
2025-07-10 13F Affiance Financial, LLC 2 644 0,15 1 754 22,57
2025-07-24 13F Trust Co Of Toledo Na /oh/ 1 349 895
2025-08-06 13F Grey Fox Wealth Advisors, LLC 785 0,13 521 22,35
2025-08-12 13F St. Nicholas Private Asset Management, Inc 5 085 0,73 3 373 23,20
2025-07-24 13F Blair William & Co/il 33 450 −14,68 22 187 4,34
2025-07-22 13F Financial Insights, Inc. 1 260 12,40 836 37,34
2025-08-01 13F First Command Advisory Services, Inc. 0 −100,00 0
2025-07-16 13F Brown, Lisle/cummings, Inc. 1 415 58,99 939 94,61
2025-07-03 13F Garde Capital, Inc. 4 335 10,08 2 875 34,66
2025-07-23 13F Sachetta, LLC 410 0,24 272 22,62
2025-08-08 13F New England Capital Financial Advisors LLC 96 0,00 64 21,15
2025-07-17 13F Fiduciary Advisors, Inc. 72 0,00 48 20,51
2025-08-01 13F Logan Capital Management Inc 27 0,00 18 28,57
2025-08-14 13F Quantum Capital Management, LLC / NJ 2 617 1 736
2025-07-28 13F Lunt Capital Management, Inc. 915 0,00 607 22,18
2025-08-08 13F Pnc Financial Services Group, Inc. 320 870 0,81 212 827 23,28
2025-08-05 13F Harel Insurance Investments & Financial Services Ltd. 719 548 −0,98 477 21,07
2025-07-16 13F Bright Financial Advisors, Inc. 3 525 0,00 2 338 22,29
2025-08-04 13F WNY Asset Management, LLC 1 443 −1,23 957 20,83
2025-07-30 13F Whittier Trust Co Of Nevada Inc 994 −3,12 659 18,53
2025-07-22 13F DAVENPORT & Co LLC 8 136 18,70 5 396 45,17
2025-07-22 13F Aquire Wealth Advisors, LLC 320 −40,52 212 −27,15
2025-08-14 13F Private Wealth Advisors, LLC 2 105 8,39 1 396 32,57
2025-07-15 13F North Star Investment Management Corp. 2 512 0,04 1 666 22,32
2025-07-29 13F Lesa Sroufe & Co 557 −50,00 0
2025-07-09 13F Bowman & Co S.C. 362 241
2025-08-07 13F LFA - Lugano Financial Advisors SA 1 350 0,00 895 22,27
2025-07-28 13F RCS Financial Planning, LLC 569 3,08 377 26,09
2025-05-08 13F Essential Planning, LLC. 0 −100,00 0
2025-07-21 13F Sageworth Trust Co 534 0,00 354 22,49
2025-09-15 13F/A Migdal Insurance & Financial Holdings Ltd. 20 0,00 0
2025-08-05 13F Bank Of Montreal /can/ 49 273 1,89 32 682 24,61
2025-08-12 13F Archer Investment Corp 690 0,00 457 22,52
2025-08-14 13F Clarity Capital Advisors, LLC 340 226
2025-08-08 13F Comprehensive Financial Planning, Inc./PA 1 412 0,14 937 22,35
2025-08-05 13F Simplex Trading, Llc 851 1
2025-07-31 13F GenTrust, LLC 1 507 0,00 1 000 22,28
2025-07-28 13F Harbour Investments, Inc. 61 339 6,29 40 685 29,98
2025-08-14 13F Cardiff Park Advisors, Llc 2 712 36,01 1 799 66,33
2025-07-31 13F Richards, Merrill & Peterson, Inc. 0 −100,00 0
2025-05-07 13F New Republic Capital, LLC 0 −100,00 0
2025-08-11 13F Diversified Portfolios, Inc. 1 162 −1,19 771 20,88
2025-08-11 13F CFS Investment Advisory Services, LLC 799 0,00 1
2025-07-16 13F Signature Resources Capital Management, LLC 30 −31,82 20 −17,39
2025-08-12 13F 17 Capital Partners, Llc 1 501 15,11 996 40,74
2025-08-19 13F National Asset Management, Inc. 12 268 −37,41 8 137 −33,23
2025-07-02 13F Central Pacific Bank - Trust Division 23 0,00 15 25,00
2025-08-04 13F Simon Quick Advisors, Llc 24 170 936,45 16 032 1 168,28
2025-07-15 13F Graypoint LLC 805 15,66 534 41,38
2025-08-13 13F Continuum Advisory, LLC 763 −4,86 506 16,59
2025-07-09 13F Breakwater Investment Management 597 0,00 396 22,29
2025-07-28 13F RFG Advisory, LLC 3 669 6,26 2 433 29,97
2025-07-10 13F Bigelow Investment Advisors, LLC 715 0,00 474 22,48
2025-08-07 13F Retirement Investment Advisors, Inc. 394 0,00 261 22,54
2025-07-16 13F Register Financial Advisors LLC 166 110
2025-08-12 13F Journey Strategic Wealth Llc 890 −38,02 590 −24,16
2025-05-05 13F Eagle Bay Advisors LLC 0 −100,00 0 −100,00
2025-07-25 13F Van Strum & Towne Inc. 568 0,00 377 22,08
2025-07-23 13F Prime Capital Investment Advisors, LLC 8 920 −31,08 5 916 −15,71
2025-07-23 13F Proffitt & Goodson Inc 1 125 −2,43 746 19,36
2025-08-13 13F Sepio Capital, LP 927 −3,03 615 18,53
2025-08-08 13F Hudock, Inc. 1 031 0,10 684 22,36
2025-08-13 13F Per Stirling Capital Management, LLC. 334 221
2025-08-13 13F Russell Investments Group, Ltd. 211 894 −0,04 140 545 22,24
2025-07-08 13F Quintet Private Bank (Europe) S.A. 2 500 −76,59 1 658 −71,37
2025-07-22 13F Bay Harbor Wealth Management, LLC 2 495 0,00 1 655 22,25
2025-07-31 13F Moloney Securities Asset Management, LLC 2 106 23,37 1 397 50,92
2025-07-25 13F Prostatis Group LLC 0 −100,00 0
2025-07-29 13F Salomon & Ludwin, LLC 5 494 −1,06 3 652 21,29
2025-08-14 13F Bnp Paribas Arbitrage, Sa 8 845 −59,09 5 867 −49,97
2025-08-25 13F/A Neuberger Berman Group LLC 15 298 −10,69 10 147 9,21
2025-07-30 13F Klingman & Associates, LLC 380 −2,06 252 20,00
2025-08-04 13F Creative Financial Designs Inc /adv 11 282 54,02 7 483 88,37
2025-07-22 13F Duncan Williams Asset Management, LLC 784 520
2025-05-07 13F Fairman Group, LLC 0 −100,00 0 −100,00
2025-07-14 13F CRA Financial Services, LLC 2 738 0,00 1 816 22,29
2025-08-13 13F Cheviot Value Management, LLC 461 0,00 322 24,32
2025-07-31 13F Curio Wealth, Llc 14 1 300,00 9 12,50
2025-08-05 13F Burney Co/ 898 −4,87 596 16,21
2025-07-03 13F Lam Group, Inc. 5 218 −5,71 3 461 15,33
2025-08-07 13F Blackston Financial Advisory Group, LLC 3 370 −3,08 2 235 18,57
2025-07-16 13F Taiyo Life Insurance Co 212 000 0,00 141 22,81
2025-08-08 13F Collaborative Wealth Managment Inc. 885 0,00 587 22,29
2025-07-07 13F RB Capital Management, LLC 1 019 0,00 676 22,28
2025-08-11 13F Rothschild Investment Llc 853 11,80 566 36,71
2025-08-08 13F Advyzon Investment Management, LLC 1 134 −7,65 752 12,91
2025-07-16 13F Octavia Wealth Advisors, LLC 606 −3,81 402 17,60
2025-08-01 13F First National Trust Co 2 595 −0,08 1 721 22,23
2025-07-08 13F Everpar Advisors Llc 673 5,65 446 29,28
2025-07-11 13F Quantum Financial Advisors, LLC 2 743 1 819
2025-08-27 13F/A Squarepoint Ops LLC 6 090 −49,28 4 039 −37,98
2025-07-08 13F Allen Mooney & Barnes Investment Advisors LLC 533 −3,27 354 18,46
2025-07-29 13F Systelligence, LLC 15 720 10 427
2025-05-12 13F Blueprint Investment Partners LLC 0 −100,00 0
2025-08-07 13F Parkside Financial Bank & Trust 425 −2,97 282 18,99
2025-07-14 13F Pacifica Partners Inc. 456 0,00 299 28,33
2025-07-09 13F Sawyer & Company, Inc 58 0
2025-08-12 13F RiverFront Investment Group, LLC 2 336 0,00 1 549 22,26
2025-04-11 13F Burkett Financial Services, Llc 0 −100,00 0 −100,00
2025-07-14 13F Farmers & Merchants Investments Inc 944 −0,53 626 21,79
2025-07-17 13F Vermillion Wealth Management, Inc. 15 028 49,82 9 968 83,22
2025-08-06 13F AE Wealth Management LLC 9 696 −2,85 6 431 18,79
2025-08-04 13F Leeward Financial Partners, LLC 22 890 −0,09 15 183 22,18
2025-08-11 13F First American Trust, Fsb 988 655
2025-07-14 13F Sowell Financial Services LLC 1 664 12,28 1 104 37,36
2025-07-30 13F Advantage Trust Co 12 601 −4,47 8 358 16,82
2025-08-21 13F Aveo Capital Partners, LLC 0 −100,00 0
2025-07-31 13F Topsail Wealth Management, LLC 1 388 77,49 921 116,98
2025-07-25 13F Community Bank, N.A. 2 675 −1,47 1 774 20,52
2025-06-26 NP WLTG - WealthTrust DBS Long Term Growth ETF 1 687 927
2025-08-08 13F CWS Financial Advisors, LLC 2 940 1 950
2025-08-05 13F Dunhill Financial, LLC 1 435 351,26 952 453,49
2025-08-11 13F Empowered Funds, LLC 844 560
2025-08-28 NP SNAV - Mohr Sector Navigator ETF 2 843 1 886
2025-07-07 13F Roxbury Financial LLC 165 0,00 109 11,22
2025-08-13 13F McCollum Christoferson Group LLC 1 142 0,00 757 22,29
2025-08-14 13F Coastal Bridge Advisors, LLC 1 506 3,79 999 26,97
2025-07-23 13F Venturi Wealth Management, LLC 1 188 −38,57 788 −24,88
2025-08-04 13F FRG Family Wealth Advisors LLC 5 402 12,73 3 583 37,86
2025-08-14 13F Guardian Wealth Advisors, Llc / Nc 2 083 7,21 1 381 31,15
2025-04-14 13F Regent Peak Wealth Advisors LLC 2 490 −0,60 1 351 −13,29
2025-07-30 13F Principle Wealth Partners Llc 17 468 −1,65 11 586 20,27
2025-08-26 NP EVTTX - The E-Valuator Conservative/Moderate (30%-50%) RMS Fund Service Class Shares 357 237
2025-08-14 13F Garden State Investment Advisory Services LLC 597 0,00 396 22,22
2025-08-13 13F Kayne Anderson Rudnick Investment Management Llc 2 050 0,00 1 359 22,32
2025-07-22 13F Unique Wealth, Llc 2 118 30,26 1 405 59,36
2025-08-12 13F Titleist Asset Management, Llc 14 261 10,87 9 459 35,59
2025-08-11 13F Bradley Foster & Sargent Inc/ct 4 051 −8,41 2 687 12,01
2025-07-17 13F Patton Albertson Miller Group, Llc 15 520 8,18 10 294 32,30
2025-07-25 13F Kellett Schaffner Wealth Advisors LLC 1 854 1,15 1 230 23,64
2025-07-29 13F Stephens Inc /ar/ 4 823 31,31 3 199 60,59
2025-09-11 13F Silicon Valley Capital Partners 99 210 −3,24 65 804 18,14
2025-07-07 13F Wealth Alliance Advisory Group, LLC 530 0,00 352 22,30
2025-07-16 13F Colton Groome Financial Advisors, Llc 570 0,00 378 20,77
2025-07-25 13F Sovereign Financial Group, Inc. 2 415 19,85 1 602 46,61
2025-07-23 13F TriaGen Wealth Management LLC 490 0,00 325 22,64
2025-08-06 13F North Capital, Inc. 95 0,00 63 23,53
2025-07-07 13F Versant Capital Management, Inc 10 0,00 7 20,00
2025-08-12 13F Aviso Financial Inc. 93 0,00 62 22,00
2025-08-28 13F Midwestern Financial, LLC /IA 1 232 817
2025-07-17 13F San Luis Wealth Advisors LLC 0 −100,00 0
2025-08-13 13F CLARET ASSET MANAGEMENT Corp 1 088 0,00 1
2025-07-18 13F Lynx Investment Advisory 956 0,10 634 22,39
2025-07-18 13F Pure Financial Advisors, Inc. 2 285 7,68 1 516 31,62
2025-08-13 13F First Trust Advisors Lp 980 17,93 650 44,44
2025-08-12 13F Nemes Rush Group LLC 164 1 071,43 109 1 442,86
2025-07-16 13F Cadent Capital Advisors, LLC 1 790 2,23 1 187 25,08
2025-07-21 13F Mirae Asset Global Investments Co., Ltd. 145 96
2025-07-24 13F Court Place Advisors, LLC 400 0,00 265 22,69
2025-05-07 13F Brio Consultants, LLC 4 447 796,57 2 412 683,12
2025-07-10 13F Uptown Financial Advisors LLC 480 2,13 318 25,20
2025-07-29 13F Ballast, Inc. 0 −100,00 0
2025-08-05 13F Peregrine Asset Advisers, Inc. 4 182 2,22 2 774 25,02
2025-07-30 13F Insight Advisors, LLC/ PA 5 130 0,73 3 403 23,07
2025-07-28 13F BRYN MAWR TRUST Co 24 231 −2,00 16 072 19,84
2025-07-22 13F Kraematon Investment Advisors, Inc 592 −8,64 393 11,68
2025-07-23 13F Richardson Capital Management LLC 52 0,00 35 21,43
2025-08-08 13F Altfest L J & Co Inc 499 1,22 331 23,60
2025-08-08 13F Banco Bilbao Vizcaya Argentaria, S.a. 6 713 20,91 4 442 48,98
2025-08-11 13F Aspen Investment Management Inc 908 0,00 1
2025-08-18 13F/A National Bank Of Canada /fi/ 764 13,86 506 39,39
2025-07-24 13F Brandywine Oak Private Wealth Llc 26 634 −0,28 17 664 21,95
2025-04-29 13F Callan Capital, LLC 35 292 −0,85 19 142 −13,52
2025-07-22 13F Old National Bancorp /in/ 6 153 −1,99 4 081 19,85
2025-08-08 13F Avantax Advisory Services, Inc. 63 431 −3,11 42 072 18,49
2025-08-04 13F Jim Saulnier & Associates, Llc 406 269
2025-07-29 13F Fundamentun, Llc 1 195 91,81 793 134,32
2025-07-21 13F Capital Planning LLC 17 305 −10,65 11 478 9,27
2025-07-23 13F BankPlus Trust Department 70 0,00 46 24,32
2025-07-30 13F Black Diamond Financial, LLC 1 971 6,60 1 308 30,31
2025-08-12 13F Horizon Financial Services, Llc 381 3,25 253 26,00
2025-07-21 13F Fortis Capital Advisors, LLC 1 719 1,18 1 140 23,78
2025-08-13 13F Sanibel Captiva Trust Company, Inc. 711 38,06 472 68,82
2025-08-12 13F Jaffetilchin Investment Partners, LLC 694 8,61 461 32,95
2025-08-14 13F Catalyst Financial Partners Llc 469 311
2025-07-16 13F TOWER TRUST & INVESTMENT Co 192 0,00 127 20,95
2025-07-17 13F Neumann Capital Management, LLC 350 232
2025-08-06 13F Csenge Advisory Group 2 272 3,09 1 377 23,61
2025-07-14 13F S.A. Mason LLC 187 0,00 124 22,77
2025-07-31 13F BIP Wealth, LLC 1 387 −10,86 920 9,02
2025-08-08 13F/A Ignite Planners, LLC 7 303 −0,41 5 006 22,13
2025-07-18 13F PBMares Wealth Management LLC 1 546 −3,92 1 025 17,55
2025-07-18 13F SOA Wealth Advisors, LLC. 3 231 −2,21 2 143 19,59
2025-07-28 13F Alpine Woods Capital Investors, Llc 1 000 0,00 663 22,32
2025-04-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Tactical Risk ETF 4 481 0,00 2 682 −3,84
2025-05-01 13F Lane & Associates LLC 0 −100,00 0 −100,00
2025-07-09 13F Pines Wealth Management, LLC 2 276 3,93 1 534 48,93
2025-07-14 13F GAMMA Investing LLC 399 0,00 265 22,22
2025-07-30 13F Princeton Global Asset Management LLC 52 0,00 34 21,43
2025-08-12 13F Quadcap Wealth Management, LLC 334 222
2025-07-31 13F Sharper & Granite LLC 4 202 11,43 2 793 36,58
2025-08-05 13F Advisors Preferred, LLC 15 829 10 391
2025-08-07 13F Strategy Asset Managers Llc 461 −50,54 306 −39,60
2025-07-09 13F First Financial Corp /in/ 23 214 7,39 15 397 31,33
2025-07-10 13F Trust Point Inc. 2 279 0,00 1 512 22,25
2025-07-29 13F Consilio Wealth Advisors, Llc 330 217
2025-08-27 NP HDCAX - Rational Equity Armor Fund Class A Shares 720 112,39 478 160,66
2025-08-15 13F Cornerstone Financial Group, LLC /NE/ 458 0,00 304 10,99
2025-08-12 13F AlphaCore Capital LLC 34 598 5 637,65 22 948 6 938,96
2025-08-13 13F Wellspring Financial Advisors, LLC 1 525 0,46 1 012 22,84
2025-08-14 13F Synovus Financial Corp 13 624 8,61 9 050 33,05
2025-08-14 13F Qube Research & Technologies Ltd 68 −98,36 45 −98,00
2025-08-12 13F Meridian Wealth Advisors, LLC 356 236
2025-05-15 13F/A Orion Portfolio Solutions, LLC 5 039 22,63 2 733 7,01
2025-07-30 NP LSOFX - LS Opportunity Fund - Institutional Class Short −3 786 16,96 −2 296 18,48
2025-07-11 13F Luts & Greenleigh Group, Inc 1 114 0,00 739 22,19
2025-07-25 13F Hemington Wealth Management 139 0,00 0
2025-08-14 13F Prestige Wealth Management Group LLC 3 −57,14 2 −66,67
2025-08-14 13F Cura Wealth Advisors, Llc 588 0,00 390 22,64
2025-07-09 13F Key Client Fiduciary Advisors, LLC 561 0,00 372 22,37
2025-07-22 13F/A Red Mountain Financial, LLC 806 −17,16 535 1,33
2025-08-12 13F Wulff, Hansen & Co. 8 860 −1,25 5 877 20,76
2025-07-08 13F Legacy Private Trust Co. 515 0,00 342 22,22
2025-05-12 13F JFG Wealth Management, LLC 0 −100,00 0
2025-08-13 13F VestGen Advisors, LLC 1 731 −0,40 1 160 23,04
2025-08-07 13F Proficio Capital Partners LLC 1 544 122 19 919,73 7 406 75,56
2025-08-12 13F Cornerstone Wealth Management, LLC 3 280 −12,35 2 175 7,20
2025-08-12 13F Asset Management Group, Inc. 6 553 0,11 4 346 22,42
2025-08-13 13F Quadrant Capital Group Llc 7 792 994,38 5 169 1 238,86
2025-05-09 13F Pathway Financial Advisers, LLC 0 −100,00 0
2025-08-14 13F Beacon Investment Advisors Llc 489 0,00 321 21,13
2025-07-15 13F Yarbrough Capital, LLC 89 058 0,00 59 070 22,29
2025-08-08 13F Altiora Financial Group, LLC 1 707 0,59 1 132 23,04
2025-07-15 13F Missouri Trust & Investment Co 675 0,00 448 22,13
2025-07-30 13F Drive Wealth Management, Llc 330 219
2025-07-28 13F Axxcess Wealth Management, Llc 4 158 7,41 2 758 31,40
2025-07-16 13F Crown Wealth Group, LLC 646 37,45 428 68,50
2025-08-11 13F Cornerstone Planning Group LLC 3 2
2025-08-12 13F YANKCOM Partnership 35 0,00 23 27,78
2025-08-13 13F Jones Financial Companies Lllp 54 480 28,64 35 783 55,56
2025-08-12 13F Calton & Associates, Inc. 926 33,05 614 62,86
2025-07-11 13F/A Umb Bank N A/mo 229 0,00 152 21,77
2025-08-15 13F CI Private Wealth, LLC 142 112 112,24 94 271 159,58
2025-07-14 13F Brady Martz Wealth Solutions, LLC 336 223
2025-07-22 13F Tandem Investment Partners LLC 7 809 4,00 5 180 27,19
2025-08-12 13F Barnes Pettey Financial Advisors, Llc 510 −0,58 338 21,58
2025-07-23 13F Viewpoint Capital Management LLC 377 0,00 250 22,55
2025-08-14 13F Bragg Financial Advisors, Inc 3 397 7,13 2 253 31,06
2025-08-14 13F Federation des caisses Desjardins du Quebec 10 854 1,12 7 199 23,66
2025-08-11 13F Tidemark, LLC 1 394 −0,43 925 21,74
2025-07-18 13F RKL Wealth Management LLC 305 202
2025-07-29 13F Goldstein Advisors, LLC 424 −9,01 281 11,51
2025-07-08 13F First National Corp /ma/ /adv 395 0,00 262 21,96
2025-08-14 13F State Street Corp 1 172 −18,04 777 0,26
2025-08-04 13F Merkkuri Wealth Advisors LLC 969 24,55 643 52,37
2025-07-09 13F Gilman Hill Asset Management, LLC 1 146 43,25 760 75,52
2025-07-10 13F Rfg Holdings, Inc. 835 14,23 554 39,55
2025-08-12 13F Absolute Capital Management, LLC 4 870 −0,43 3 230 21,79
2025-04-15 13F Transform Wealth, LLC 2 020 −4,36 1 096 −16,60
2025-07-15 13F Forte Capital Llc /adv 302 200
2025-07-24 13F Papp L Roy & Associates 4 374 0,00 2 901 22,30
2025-08-13 13F EverSource Wealth Advisors, LLC 881 −16,97 585 1,57
2025-07-14 13F Park Avenue Securities Llc 3 621 28,95 2 100,00
2025-07-31 13F LJI Wealth Management, LLC 553 367
2025-07-15 13F Mainstream Capital Management LLC 2 230 −0,98 1 479 21,13
2025-08-14 13F GWM Advisors LLC 24 336 31,09 16 142 60,30
2025-08-07 13F PFG Advisors 7 024 11,78 4 659 36,68
2025-08-12 13F LPL Financial LLC 1 216 227 −5,91 806 699 15,07
2025-08-08 13F Flaharty Asset Management, LLC 8 −61,90 5 −54,55
2025-07-22 13F Grimes & Company, Inc. 3 552 168,08 2 356 227,99
2025-07-17 13F Tempus Wealth Planning, LLC 519 0,19 344 22,86
2025-08-11 13F CBIZ Investment Advisory Services, LLC 210 0,00 139 23,01
2025-07-31 13F First Business Financial Services, Inc. 519 0,00 344 22,42
2025-07-30 NP ENDW - Cambria Endowment Style ETF 844 512
2025-07-28 13F Nvest Financial, LLC 704 0,14 467 22,57
2025-07-21 13F Exchange Capital Management, Inc. 37 090 −0,84 24 601 21,26
2025-08-08 13F Glassman Wealth Services 593 0,00 393 22,43
2025-07-23 13F Citizens National Bank Trust Department 2 883 0,00 1 912 22,33
2025-07-25 13F M.e. Allison & Co., Inc. 1 388 0,00 921 22,31
2025-07-22 13F CPR Investments Inc. 331 219
2025-07-08 13F Parallel Advisors, LLC 12 286 0,07 8 149 22,36
2025-08-14 13F New England Asset Management Inc 265 0,00 176 22,38
2025-07-09 13F Praetorian Wealth Management, Inc. 21 851 23,28 14 493 50,76
2025-07-17 13F Smith Anglin Financial, LLC 406 −0,49 269 21,72
2025-07-08 13F Henrickson Nauta Wealth Advisors, Inc. 404 0,00 268 30,73
2025-07-23 13F Fulton Breakefield Broenniman Llc 474 −0,84 314 21,24
2025-07-07 13F RDA Financial Network 595 3,84 395 27,10
2025-08-11 13F Hexagon Capital Partners LLC 0 −100,00 0
2025-07-09 13F Bank of New Hampshire 8 997 −6,94 5 968 13,81
2025-07-25 13F Leith Wheeler Investment Counsel Ltd. 0 −100,00 0
2025-08-06 13F TKG Advisors, LLC 426 283
2025-07-16 13F MBE Wealth Management, LLC 574 −0,35 381 21,79
2025-07-17 13F Catalytic Wealth RIA, LLC 2 522 −9,22 1 673 11,02
2025-07-02 13F InvesTrust 496 −0,40 329 21,48
2025-07-11 13F Farther Finance Advisors, LLC 11 920 97,74 7 907 139,79
2025-08-11 13F Vanguard Group Inc 6 118 −1,00 4 058 21,10
2025-08-14 13F Diversify Wealth Management, Llc 6 578 −0,32 4 644 28,39
2025-08-06 13F First Horizon Advisors, Inc. 4 949 −0,50 3 283 21,69
2025-07-31 13F Strait & Sound Wealth Management LLC 1 081 −2,35 717 19,50
2025-07-14 13F Sweeney & Michel, Llc 819 0,12 549 42,97
2025-07-18 13F PFG Investments, LLC 2 783 −0,71 1 846 21,38
2025-07-07 13F LBJ Family Wealth Advisors, Ltd. 404 0,00 0
2025-08-05 13F GPS Wealth Strategies Group, LLC 50 693 −0,77 33 624 21,35
2025-07-30 13F Exencial Wealth Advisors, Llc 414 −13,03 275 6,20
2025-08-04 13F Saxony Capital Management, LLC 740 29,14 491 58,06
2025-07-23 13F Sax Wealth Advisors, Llc 1 960 1 300
2025-08-05 13F Frederick Financial Consultants, LLC 391 0,00 259 22,17
2025-04-09 13F Sanders Morris Harris Llc 0 −100,00 0
2025-08-07 13F Resolute Advisors LLC 4 482 0,11 2 973 22,41
2025-08-04 13F Flagship Harbor Advisors, Llc 3 144 −13,65 2 086 5,62
2025-08-01 13F Howard Capital Management Inc. 348 231
2025-08-12 13F O'shaughnessy Asset Management, Llc 14 935 7,17 9 906 31,07
2025-07-24 13F Edge Financial Advisors LLC 0 −100,00 0
2025-08-07 13F Addison Advisors LLC 123 51,85 82 88,37
2025-08-08 13F Advisory Resource Group 1 100 0,27 730 22,52
2025-07-18 13F Rolek Wealth Management LLC 3 041 −8,82 2 017 15,06
2025-08-05 13F Astra Wealth Partners LLC 581 31,45 385 61,09
2025-07-30 13F Cullen/frost Bankers, Inc. 249 −23,85 165 −6,78
2025-04-25 13F Red Tortoise LLC 0 −100,00 0
2025-08-14 13F Herold Advisors, Inc. 499 0,20 331 22,59
2025-07-08 13F Gallacher Capital Management LLC 1 685 −22,21 1 118 −4,86
2025-05-07 13F WMS Partners, LLC 0 −100,00 0
2025-08-06 13F New Millennium Group LLC 8 646 3 866,06 5 735 4 759,32
2025-07-11 13F Diversified Trust Co 1 119 −1,58 742 20,45
2025-07-31 13F Oppenheimer & Co Inc 24 591 46,84 16 311 79,57
2025-07-17 13F Greenleaf Trust 1 775 0,00 1 177 22,35
2025-07-23 13F Next Level Wealth Planning, LLC 341 226
2025-08-11 13F Citigroup Inc 41 684 23,63 27 648 51,19
2025-07-18 13F Trust Co Of Vermont 6 203 2,34 4 114 25,16
2025-07-30 13F Capstone Triton Financial Group, LLC 700 0,86 464 7,66
2025-08-11 13F October Effect Ltd 1 103 732
2025-08-14 13F NorthLanding Financial Partners, LLC 1 378 −1,08 914 20,93
2025-08-13 13F Capital Analysts, Inc. 333 9,90 0
2025-08-06 13F Nicholas Hoffman & Company, LLC. 580 −3,81 385 17,43
2025-08-11 13F Novak & Powell Financial Services, Inc. 403 267
2025-08-12 13F Wood Tarver Financial Group, LLC 118 0,00 0 −100,00
2025-08-14 13F Sherman Asset Management, Inc. 354 0,00 235 21,88
2025-08-12 13F Coston, McIsaac & Partners 25 0,00 0
2025-08-14 13F Waters Parkerson & Co., Llc 1 366 0,00 906 22,30
2025-08-13 13F StoneX Group Inc. 4 918 −5,59 3 262 15,35
2025-08-01 13F Bank of Jackson Hole Trust 1 308 4,39 868 15,75
2025-07-25 13F M3 Advisory Group, LLC 304 201
2025-07-30 13F Caliber Wealth Management, LLC / KS 743 −1,85 493 20,00
2025-08-05 13F C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 2 232 1,87 1 481 23,54
2025-07-22 13F Simplicity Wealth,LLC 2 135 134,87 1 416 187,22
2025-05-07 13F Vista Private Wealth Partners. LLC 0 −100,00 0
2025-07-08 13F Ballew Advisors, Inc 310 209
2025-07-09 13F Clarus Wealth Advisors 362 −23,14 243 −3,19
2025-07-14 13F Maryland Capital Advisors Inc. 227 −11,33 151 8,70
2025-08-14 13F TCG Advisory Services, LLC 1 631 34,02 1 082 64,04
2025-08-13 13F Truvestments Capital Llc 3 2
2025-08-18 13F Finward Bancorp 3 050 −0,29 2 023 21,94
2025-07-29 13F Sims Investment Management, Llc 745 1,36 494 24,12
2025-08-08 13F Foundations Investment Advisors, LLC 16 422 39,16 10 892 70,19
2025-07-07 13F Global Wealth Strategies & Associates 59 −68,11 39 −61,00
2025-05-02 13F Cable Hill Partners, LLC 1 017 69,50 559 49,60
2025-08-14 13F Bbr Partners, Llc 31 981 0,00 21 212 22,29
2025-08-14 13F Susquehanna International Group, Llp Put 199 500 −1,68 132 324 20,24
2025-07-30 13F Syntegra Private Wealth Group, LLC 563 0,00 373 22,30
2025-08-14 13F Susquehanna International Group, Llp Call 464 200 −11,53 307 895 8,19
2025-08-14 13F/A Rockefeller Capital Management L.P. 250 746 3,12 166 315 26,11
2025-08-06 13F ORBA Wealth Advisors, L.L.C. 990 −45,45 657 −33,33
2025-07-21 13F HighMark Wealth Management LLC 40 0,00 27 23,81
2025-07-25 13F Lodestar Private Asset Management Llc 4 701 6,36 3 118 30,04
2025-07-16 13F Wealth Group Ltd 38 032 −3,84 25 226 17,59
2025-08-11 13F TD Waterhouse Canada Inc. 6 515 28,25 4 273 53,95
2025-07-07 13F Investors Research Corp 20 0,00 13 30,00
2025-04-02 13F Marcum Wealth, LLC 1 120 −6,20 607 −18,19
2025-08-05 13F Bridgewater Advisors Inc. 2 753 24,85 1 908 57,86
2025-07-31 13F Hartford Financial Management Inc. 19 435 75,25 12 891 114,31
2025-08-12 13F Maripau Wealth Management Llc 1 534 15,60 1 017 41,45
2025-08-18 13F Front Row Advisors LLC 0 −100,00 0
2025-08-06 13F Vestmark Advisory Solutions, Inc. 1 390 7,50 922 31,53
2025-08-12 13F Guerra Advisors Inc 629 −85,40 417 −82,15
2025-07-22 13F DT Investment Partners, LLC 250 −85,08 166 −81,85
2025-08-14 13F Benjamin Edwards Inc 2 704 81,84 1 794 122,46
2025-07-18 13F Cooper Financial Group 463 −0,43 307 21,83
2025-08-11 13F Bell Investment Advisors, Inc 98 68,97 65 109,68
2025-07-31 13F AlTi Global, Inc. 2 778 0,11 1 843 22,39
2025-07-29 13F Arcus Capital Partners, LLC 627 −1,57 416 20,29
2025-08-12 13F Weaver Consulting Group 358 238
2025-08-14 13F Graney & King, LLC 27 0,00 18 21,43
2025-07-15 13F Colonial River Wealth Management, LLC 480 29,03 324 60,70
2025-08-13 13F Marshall Wace, Llp 29 160 19 341
2025-07-25 13F Ccg Wealth Management, Llc 567 −21,79 376 −4,34
2025-08-12 13F Running Point Capital Advisors, LLC 2 047 0,00 1 358 22,25
2025-07-10 13F High Net Worth Advisory Group LLC 5 510 22,04 3 659 49,25
2025-07-22 13F MBL Wealth, LLC 3 234 −1,13 2 145 20,86
2025-05-16 13F Capital & Planning, Llc 0 −100,00 0
2025-07-16 13F MKT Advisors LLC 659 17,05 433 60,00
2025-05-15 13F National Wealth Management Group, LLC 4 083 0,42 2 215 −12,42
2025-07-22 13F Compass Financial Group, INC/SD 143 646 16,07 95 277 41,95
2025-08-28 NP ICSIX - Dynamic U.S. Opportunity Fund Class I 7 452 37,26 4 943 67,87
2025-07-16 13F TCI Wealth Advisors, Inc. 757 0,00 502 22,20
2025-08-14 13F Aqr Capital Management Llc 6 872 65,71 4 558 102,67
2025-08-11 13F Independent Advisor Alliance 1 983 112,77 1 315 160,40
2025-07-28 13F Chesapeake Wealth Management 1 537 0,99 1 019 23,52
2025-08-08 13F Capital Investment Advisory Services, LLC 1 326 0,15 880 22,42
2025-07-21 13F Zwj Investment Counsel Inc 317 210
2025-07-29 NP NORTHERN LIGHTS FUND TRUST II - Beacon Selective Risk ETF 4 322 −3,51 2 621 −2,24
2025-07-16 13F Northern Oak Wealth Management Inc 768 0,00 509 22,36
2025-07-29 13F Level Wealth Management LLC 2 313 0,00 1 534 22,33
2025-07-09 13F GSG Advisors LLC 800 −17,18 531 2,91
2025-07-10 13F Charter Oak Capital Management, LLC 1 802 −3,27 1 196 18,32
2025-08-07 13F Montag A & Associates Inc 232 −17,73 154 0,66
2025-08-08 13F Cetera Investment Advisers 274 197 4,71 181 870 28,05
2025-07-28 13F WealthPlan Investment Management, LLC 819 32,95 543 63,06
2025-07-25 13F LRI Investments, LLC 545 0,00 361 22,37
2025-08-08 13F MTM Investment Management, LLC 24 16
2025-08-01 13F Integral Investment Advisors, Inc. 958 0,00 636 22,35
2025-08-01 13F FSA Advisors, Inc. 751 4,89 498 28,35
2025-08-12 13F OneAscent Financial Services LLC 1 805 166,62 1
2025-07-09 13F Fragasso Group Inc. 709 5,19 470 28,49
2025-08-08 13F Oak Harvest Investment Services 8 016 7,97 5 317 32,04
2025-08-01 13F Advisory Alpha, LLC 2 138 7,87 1 419 31,91
2025-07-24 13F WMG Financial Advisors, LLC 3 420 1,09 2 268 23,66
2025-07-10 13F YHB Investment Advisors, Inc. 377 250
2025-04-28 NP JRTGX - Multi-Index 2030 Lifetime Portfolio Class 1 4 781 −47,78 2 861 −49,78
2025-08-05 13F Crestwood Advisors Group LLC 3 709 −0,80 2 460 21,30
2025-08-01 13F May Hill Capital, LLC 1 492 211,48 990 281,85
2025-08-07 13F Efficient Advisors, LLC 0 −100,00 0
2025-08-27 13F/A Brinker Capital Investments, LLC 6 570 30,38 4 358 59,42
2025-07-17 13F Beacon Capital Management, LLC 27 473 −3,44 18 222 18,09
2025-08-13 13F Johnson Financial Group, Inc. 765 0,00 507 22,46
2025-07-09 13F PFW Advisors LLC 466 2,42 309 25,61
2025-07-28 13F Mitchell Mcleod Pugh & Williams Inc 560 0,00 372 22,44
2025-08-12 13F Minot DeBlois Advisors LLC 395 0,00 262 21,96
2025-08-14 13F SWAN Capital LLC 27 088 88,19 17 967 130,13
2025-08-04 13F Barnes Dennig Private Wealth Management LLC 261 4 250,00 173 5 666,67
2025-07-18 13F McGuire Investment Group, LLC 2 816 6,63 1 868 30,38
2025-08-07 13F CENTRAL TRUST Co 6 951 −0,47 4 610 21,73
2025-08-27 NP FFOX - FundX Future Fund Opportunities ETF 12 8
2025-08-04 13F Quaker Wealth Management, LLC 15 411 10 222
2025-08-08 13F Hartland & Co., LLC 3 899 9,12 2 586 33,44
2025-07-10 13F Secure Asset Management, LLC 2 109 32,39 1 399 61,92
2025-08-13 13F Baltimore-Washington Financial Advisors, Inc. 928 0,00 615 22,27
2025-08-01 13F GPM Growth Investors, Inc. 4 052 0,22 2 688 22,58
2025-08-14 13F Connecticut Wealth Management, LLC 591 34,93 392 64,98
2025-07-08 13F Lpwm Llc 3 145 −0,54 2 086 21,63
2025-07-02 13F Marotta Asset Management 50 684 −11,11 33 618 0,52
2025-08-04 13F Atria Investments Llc 20 732 33,71 13 751 63,53
2025-08-14 13F Acorn Wealth Advisors, LLC 441 0,23 292 22,69
2025-07-29 13F Calamos Wealth Management LLC 480 318
2025-08-01 13F Alexander Labrunerie & Co., Inc. 18 672 −1,00 12 385 21,07
2025-08-12 13F Spectrum Wealth Advisory Group, LLC 388 0,26 257 22,38
2025-08-14 13F Welch Capital Partners Llc/ny 27 310 −2,38 18 20,00
2025-08-04 13F Capital Performance Advisors Llp 721 −12,18 478 7,42
2025-08-11 13F North Forty Two & Co. 1 466 −7,86 972 12,76
2025-07-14 13F E&G Advisors, LP 12 333 0,35 8 180 22,73
2025-07-14 13F Golden State Equity Partners 950 −6,59 630 14,16
2025-07-11 13F Arthur M. Cohen & Associates, Llc 647 0,00 429 22,57
2025-08-14 13F Mission Creek Capital Partners, Inc. 1 163 −1,69 771 20,28
2025-08-12 13F Legacy Financial Group, Inc. 806 112,11 534 159,22
2025-08-15 13F Optimist Retirement Group LLC 307 −16,80 204 1,50
2025-08-12 13F Chaney Capital Management, Inc. 532 0,00 353 22,57
2025-07-17 13F Willow Creek Wealth Management Inc. 477 317
2025-07-16 13F AAFMAA Wealth Management & Trust LLC 401 −4,75 266 16,23
2025-07-29 13F Latitude Advisors, LLC 1 561 0,45 1 036 22,92
2025-04-28 NP JRLWX - Multi-Index 2050 Lifetime Portfolio Class 1 3 629 −48,63 2 172 −50,61
2025-07-17 13F Gleason Group, Inc. 57 0,00 38 23,33
2025-07-22 13F Integrated Capital Management, LLC 391 0,26 0
2025-07-15 13F Main Street Group, LTD 1 763 4,63 1 169 28,18
2025-07-29 13F Regions Financial Corp 2 131 −9,67 1 413 10,48
2025-07-24 13F Greenwood Gearhart Inc 18 976 3 820,66 12 586 4 703,82
2025-07-21 13F CenterStar Asset Management, LLC 0 −100,00 0
2025-07-28 13F Callahan Advisors, LLC 304 202
2025-07-29 13F Dumont & Blake Investment Advisors Llc 303 201
2025-08-12 13F Hanover Advisors Inc 3 101 8,05 2 057 32,13
2025-07-18 13F Truist Financial Corp 183 335 11,17 121 603 35,95
2025-09-11 13F Milestones Private Investment Advisors LLC 643 426
2025-04-28 NP JRTTX - Multi-Index 2040 Lifetime Portfolio Class 1 5 149 −45,70 3 082 −47,78
2025-08-06 13F Founders Financial Securities Llc 764 1,06 507 22,82
2025-08-06 13F Hallmark Capital Management Inc 1 997 −2,25 1 324 19,60
2025-08-11 13F United Advisor Group, LLC 1 163 9,10 771 33,39
2025-08-12 13F Mystic Asset Management, Inc. 563 0,00 373 22,30
2025-08-14 13F Snowden Capital Advisors LLC 19 932 7,64 13 221 31,63
2025-08-13 13F Mayfair Advisory Group, LLC 837 1,21 585 30,58
2025-07-16 13F Diversified Enterprises, LLC 8 816 −0,80 5 848 21,31
2025-04-23 13F Pacific Sage Partners, LLC 0 −100,00 0
2025-07-07 13F Wilson & Boucher Capital Management, LLC 1 425 3,64 945 26,85
2025-07-14 13F Infinity Wealth Counsel, LLC 500 0,00 332 22,14
2025-08-05 13F NewSquare Capital LLC 0 0
2025-08-14 13F Sentinus, LLC 1 175 32,17 780 61,62
2025-08-06 13F Legacy Wealth Managment, LLC/ID 9 6
2025-07-31 13F Burke & Herbert Bank & Trust Co 390 0,00 259 22,27
2025-08-05 13F Arrowroot Family Office, LLC 620 −10,92 411 −4,86
2025-08-11 13F Heritage Wealth Advisors 913 −2,67 606 19,09
2025-08-19 13F Anchor Investment Management, LLC 29 382 1,89 19 489 24,60
2025-07-30 13F Fiduciary Family Office, Llc 391 0,00 259 22,17
2025-08-14 13F Archetype Wealth Partners 1 621 −1,16 1
2025-07-18 13F Financial Consulate, Inc 1 999 1 326
2025-07-21 13F Barrett & Company, Inc. 133 17,70 88 44,26
2025-08-13 13F JT Stratford LLC 332 220
2025-08-08 13F Mv Capital Management, Inc. 174 0,00 115 22,34
2025-07-25 13F Verdence Capital Advisors LLC 990 0,71 656 23,08
2025-08-14 13F Dagco, Inc. 10 837 27,27 7 188 55,65
2025-07-17 13F Nelson, Van Denburg & Campbell Wealth Management Group, LLC 1 317 −13,53 874 5,82
2025-07-16 13F Dakota Wealth Management 6 442 6,53 4 273 30,28
2025-08-07 13F Flagship Wealth Advisors, Llc 1 582 0,89 1 049 23,41
2025-07-15 13F Bfsg, Llc 79 −11,24 52 8,33
2025-08-13 13F Twin Peaks Wealth Advisors, LLC 1 016 −0,10 717 34,27
2025-08-13 13F Northern Trust Corp 130 896 1,30 86 821 23,88
2025-08-14 13F Atomi Financial Group, Inc. 4 905 −6,59 3 253 14,22
2025-08-05 13F Ciovacco Capital Management LLC 5 942 −0,67 3 942 21,49
2025-08-14 13F Integrated Wealth Concepts LLC 25 906 −0,23 17 183 22,01
2025-08-14 13F Mariner, LLC 72 649 −1,38 48 187 20,61
2025-08-13 13F Hsbc Holdings Plc 0 −100,00 0
2025-08-13 13F Townsquare Capital Llc 441 −98,23 293 −97,84
2025-08-08 13F Better Money Decisions, LLC 398 −0,50 264 21,20
2025-07-24 13F Cyndeo Wealth Partners, LLC 360 239
2025-07-28 13F Holistic Planning, LLC 505 335
2025-07-07 13F Capital Asset Advisory Services LLC 561 0,00 368 19,09
2025-08-14 13F BancorpSouth Bank 610 0,00 405 22,42
2025-07-24 13F Horizon Bancorp Inc /in/ 4 550 9 000,00 3
2025-07-09 13F Orser Capital Management, Llc 5 885 3 903
2025-07-03 13F TrueWealth Advisors, LLC 524 0,00 348 22,18
2025-07-16 13F BOS Asset Management, LLC 1 819 0,00 1 207 22,31
2025-08-05 13F Freestone Capital Holdings, LLC 7 486 6,41 4 965 30,14
2025-07-23 13F Traphagen Investment Advisors Llc 465 0,22 308 22,71
2025-08-14 13F Talisman Wealth Advisors LLC 678 0,00 450 22,34
2025-07-24 13F Lokken Investment Group LLC 453 0,00 300 22,45
2025-07-31 13F Briaud Financial Planning, Inc 50 0,00 0
2025-08-11 13F Alteri Wealth LLC 1 150 −13,47 763 5,83
2025-08-12 13F/A Cozad Asset Management Inc 5 147 1,28 3 414 23,88
2025-08-14 13F Citadel Advisors Llc Call 335 300 −33,50 222 398 −18,68
2025-08-14 13F Citadel Advisors Llc 671 −97,19 445 −96,57
2025-07-31 13F AF Advisors, Inc. 342 227
2025-08-14 13F Raymond James Financial Inc 839 978 6,54 557 140 30,29
2025-08-14 13F Citadel Advisors Llc Put 67 000 −13,32 44 440 6,00
2025-07-18 13F Centricity Wealth Management, LLC 1 408 −2,29 934 19,46
2025-07-23 13F Trifecta Capital Advisors, LLC 66 0,00 44 22,86
2025-08-13 13F Raab & Moskowitz Asset Management LLC 9 547 −0,65 6 333 21,51
2025-08-06 13F Bonfire Financial 1 311 29,80 870 58,87
2025-07-09 13F Procyon Private Wealth Partners, LLC 729 −3,19 483 18,38
2025-08-14 13F Gerber Kawasaki Wealth & Investment Management 1 478 −9,05 980 11,24
2025-08-12 13F J. L. Bainbridge & Co., Inc. 1 027 0,29 681 22,52
2025-07-28 13F Cutler Investment Counsel Llc 1 463 −7,64 971 13,05
2025-08-05 13F Strategic Financial Concepts, LLC 1 704 −9,98 1 130 10,14
2025-08-13 13F GeoWealth Management, LLC 45 −2,17 30 20,83
2025-07-16 13F Morangie Management LLC 400 265
2025-07-22 13F Peoples Bank /oh 984 −4,19 653 17,06
2025-07-29 13F Lyell Wealth Management, Lp 550 365
2025-08-14 13F Oxford Financial Group Ltd 1 608 −0,68 1 067 21,41
2025-08-08 13F Kane Investment Management, Inc. 939 −19,40 623 −1,43
2025-07-31 13F Optimum Investment Advisors 9 770 2,27 6 480 25,05
2025-08-13 13F IAG Wealth Partners, LLC 123 0,00 82 22,73
2025-05-05 13F PCA Investment Advisory Services Inc. 0 −100,00 0
2025-08-05 13F Tsfg, Llc 4 061 −4,74 3 0,00
2025-07-18 13F Cantor Fitzgerald Investment Adviser L.p. 3 460 0,20 2 295 22,54
2025-08-08 13F WealthTrust Asset Management, LLC 8 313 5 514
2025-07-08 13F/A Salem Investment Counselors Inc 1 316 236,57 873 311,32
2025-08-06 13F Garrison Point Advisors, Llc 1 387 0,43 920 22,70
2025-07-16 13F Fischer Financial Services, Inc. 9 682 −1,21 6 382 20,06
2025-07-25 13F Quantum Financial Planning Services, Inc. 0 −100,00 0
2025-08-11 13F Avantax Planning Partners, Inc. 3 428 −8,90 2 274 11,42
2025-08-05 13F American Capital Advisory, LLC 1 114 −3,47 739 17,89
2025-08-13 13F Smith, Moore & Co. 5 121 4,04 3 396 27,24
2025-08-11 13F Capital Square, LLC 1 987 −2,50 1 332 20,54
2025-07-22 13F Checchi Capital Advisers, LLC 4 051 −4,97 2 687 16,18
2025-08-12 13F Global Retirement Partners, LLC 7 730 6,47 5 127 13,58
2025-08-04 13F Roble, Belko & Company, Inc 42 0,00 0
2025-08-11 13F Annis Gardner Whiting Capital Advisors, LLC 20 13
2025-05-14 13F SRB Corp 0 −100,00 0
2025-08-13 13F Rinkey Investments 2 163 −2,66 1 434 19,00
2025-08-20 13F/A Coppell Advisory Solutions LLC 779 1,30 511 21,38
2025-07-10 13F Wedmont Private Capital 7 203 −0,06 4 875 30,07
2025-08-01 13F Y-Intercept (Hong Kong) Ltd 0 −100,00 0
2025-07-15 13F Kentucky Trust Co 50 0,00 33 22,22
2025-07-16 13F Southern Capital Advisors, Llc 1 313 0,08 871 22,36
2025-07-21 13F Ameriflex Group, Inc. 605 −15,74 398 2,06
2025-07-07 13F Accelerate Investment Advisors LLC 545 0,00 361 22,37
2025-07-24 13F Fischer Investment Strategies, Llc 2 350 23,49 1 558 50,97
2025-08-14 13F Palo Alto Wealth Advisors, Llc 377 0,00 250 8,70
2025-07-31 13F Ramsay, Stattman, Vela & Price, Inc. 2 074 −18,79 1 376 −0,72
2025-08-08 13F Corbyn Investment Management Inc/md 692 −2,54 459 18,96
2025-08-12 13F Farmers National Bank 7 025 −4,86 4 660 16,36
2025-07-22 13F Innovative Wealth Building LLC 5 672 18,02 3 762 44,36
2025-07-09 13F Fermata Advisors, LLC 669 −15,21 444 3,75
2025-07-16 13F Independent Wealth Network Inc. 560 11,33 371 36,40
2025-08-05 13F Centennial Bank/AR/ 60 −28,57 40 −13,33
2025-08-08 13F Meridian Wealth Management, LLC 3 125 15,83 2 073 41,63
2025-07-25 13F Concord Asset Management, LLC/VA 1 117 88,36 741 141,04
2025-07-16 13F Strategic Investment Solutions, Inc. /IL 6 433 −31,15 4 271 −15,13
2025-07-17 13F HB Wealth Management, LLC 12 317 −41,00 8 170 −27,85
2025-08-12 13F Real Talk Capital, LLC 424 −21,92 282 −4,42
2025-08-14 13F Capstone Investment Advisors, Llc 0 −100,00 0
2025-08-05 13F Atlas Private Wealth Advisors 1 138 0,00 755 22,20
2025-07-07 13F Horizons Wealth Management 77 0,00 51 24,39
2025-04-23 13F VisionPoint Advisory Group, LLC 0 −100,00 0
2025-08-13 13F Provida Pension Fund Administrator 0 −100,00 0 −100,00
2025-08-14 13F Bamco Inc /ny/ 0 −100,00 0
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2020 Fund Class I 344 0,00 228 22,58
2025-08-18 NP ULTRA SERIES FUND - Moderate Allocation Fund Class I 7 875 −7,00 5 223 13,74
2025-08-11 13F Anfield Capital Management, LLC 208 17,51 138 42,71
2025-08-14 13F Peapack Gladstone Financial Corp 77 371 0,89 51 24,39
2025-08-06 13F Legacy Investment Solutions, LLC 9 6
2025-08-12 13F Winnow Wealth Llc 0 −100,00 0 −100,00
2025-07-14 13F Abound Wealth Management 316 −13,19 210 6,09
2025-08-05 13F Cassaday & Co Wealth Management LLC 2 025 0,00 1 343 22,31
2025-07-24 13F PDS Planning, Inc 1 573 0,96 1 043 23,58
2025-06-30 NP NORTHERN LIGHTS FUND TRUST II - PeakShares Sector Rotation ETF 4 388 13,39 2 661 14,85
2025-08-01 13F Red Lighthouse Investment Management, Llc 1 553 0,00 1 030 26,54
2025-07-08 13F Nbc Securities, Inc. 3 947 3,27 3 0,00
2025-08-14 13F Spears Abacus Advisors LLC 1 558 0,00 1 033 22,25
2025-05-02 13F Fortis Group Advisors, LLC 0 −100,00 0
2025-08-13 13F Cresset Asset Management, LLC 34 392 0,43 22 812 22,83
2025-05-15 13F Talon Private Wealth, LLC 0 −100,00 0
2025-07-08 13F Baker Ellis Asset Management LLC 34 381 −0,76 22 804 21,36
2025-08-08 13F Financial Gravity Companies, Inc. 75 50
2025-08-01 13F Gwn Securities Inc. 18 580 −57,29 12 349 −53,46
2025-08-13 13F Flow Traders U.s. Llc 16 453 388,51 11 900,00
2025-07-23 13F Capital Management Associates, Inc 2 078 1 378
2025-07-23 13F Morton Capital Management LLC/CA 393 0,00 261 22,07
2025-08-07 13F Ibex Wealth Advisors 528 350
2025-08-05 13F Mission Wealth Management, Lp 7 959 30,03 5 279 59,02
2025-07-30 13F Schnieders Capital Management Llc 6 713 378,13 4 453 485,02
2025-08-06 13F Simmons Bank 5 792 −2,79 3 842 18,88
2025-08-13 13F MONECO Advisors, LLC 822 0,00 545 22,47
2025-07-18 13F BSW Wealth Partners 424 0,00 281 22,71
2025-05-01 13F Grant/GrossMendelsohn, LLC 1 172 0,09 640 −12,23
2025-08-07 13F Retirement Solution Inc. 664 0,76 441 23,25
2025-08-11 13F VSM Wealth Advisory, LLC 1 431 7,59 949 31,62
2025-05-05 13F AMG National Trust Bank 0 −100,00 0 −100,00
2025-08-05 13F Ring Mountain Capital, LLC 427 0,47 293 26,96
2025-07-15 13F Farrell Financial LLC 536 0,19 355 22,41
2025-08-06 13F Entrewealth, Llc 2 674 0,00 1 774 22,28
2025-04-28 NP JRTKX - Multi-Index 2035 Lifetime Portfolio Class 1 5 220 −47,22 3 124 −49,24
2025-08-11 13F Aviso Wealth Management 1 770 0,00 1 174 22,31
2025-07-03 13F Collective Family Office Llc 629 14,36 417 39,93
2025-08-14 13F/A Barclays Plc 57 834 433,18 38 660,00
2025-07-21 13F Curran Financial Partners, LLC 21 765 14 436
2025-07-15 13F Accurate Wealth Management, LLC 1 000 −1,09 675 28,38
2025-07-22 13F Hillcrest Wealth Advisors - NY, LLC 1 225 −22,22 813 −4,92
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2040 Fund Class I 4 162 4,23 2 761 27,48
2025-07-31 13F Waldron Private Wealth LLC 5 649 2,88 3 747 25,79
2025-08-12 13F Passive Capital Management, LLC. 1 201 0,00 788 21,04
2025-08-13 13F Lauer Wealth, LLC 447 311
2025-07-16 13F Squire Investment Management Company, LLC 966 0,00 641 22,37
2025-07-10 13F Hurlow Wealth Management Group, Inc. 318 211
2025-08-04 13F Spire Wealth Management 90 731 −23,24 60 013 −6,39
2025-08-07 13F Lakeridge Wealth Management LLC 392 −7,11 260 13,60
2025-08-11 13F Mosaic Family Wealth Partners, Llc 537 25,17 356 53,45
2025-08-15 13F Orcam Financial Group 735 6,99 488 30,91
2025-07-22 13F Olistico Wealth, LLC 16 703 2,69 11 079 22,38
2025-08-14 13F Silvercrest Asset Management Group Llc 1 091 −0,37 724 21,92
2025-08-14 13F IPG Investment Advisors LLC 823 −20,41 546 −2,68
2025-08-13 13F Mount Yale Investment Advisors, LLC 1 061 −2,12 704 19,56
2025-07-24 13F Thompson Investment Management, Inc. 0 −100,00 0
2025-08-15 13F Stonebridge Capital Advisors LLC 557 369
2025-07-17 13F Enclave Advisors LLC 37 560 −6,20 24 912 14,71
2025-04-25 13F Smallwood Wealth Investment Management, LLC 52 28
2025-07-15 13F Focused Wealth Management, Inc 15 412 −0,79 10 223 21,31
2025-08-14 13F Bank of Marin 864 573
2025-07-22 13F Warwick Investment Management, Inc. 1 837 0,00 1 218 22,29
2025-08-04 13F Eubel Brady & Suttman Asset Management Inc 864 115,46 1
2025-08-04 13F Field & Main Bank 13 −48,00 9 −38,46
2025-08-11 13F Aptus Capital Advisors, LLC 5 206 2,30 3 453 25,07
2025-07-18 13F Liberty Capital Management, Inc. 600 0,00 398 22,15
2025-07-22 13F Apexium Financial, Lp 6 973 0,03 4 625 22,33
2025-08-12 13F Choate Investment Advisors 2 079 −0,62 1 379 21,52
2025-07-02 13F Neville Rodie & Shaw Inc 12 283 1,24 8 33,33
2025-08-08 13F Marble Harbor Investment Counsel, LLC 900 0,00 597 22,13
2025-08-13 13F Vertex Planning Partners, LLC 485 −6,91 322 13,83
2025-07-09 13F Towerpoint Wealth, LLC 2 358 24,56 1 564 52,34
2025-08-04 13F Quaker Wealth Management, LLC Put 0 −100,00 0 −100,00
2025-08-14 13F BTG Pactual Asset Management US LLC 9 324 35,60 6 184 65,84
2025-08-18 NP JAMEX - Jamestown Equity Fund 3 500 0,00 2 321 22,29
2025-07-16 13F Highline Wealth Partners Llc 5 993 −8,22 3 975 12,26
2025-08-14 13F Financial Network Wealth Advisors LLC 20 1 900,00 13
2025-08-08 13F Citizens Financial Group Inc/ri 3 756 −1,26 2 492 20,75
2025-07-25 13F Apollon Wealth Management, LLC 66 447 2,00 44 073 24,74
2025-07-22 13F Fortitude Advisory Group L.L.C. 768 0,79 509 31,87
2025-07-17 13F Halbert Hargrove Global Advisors, Llc 129 −24,56 85 −7,61
2025-07-17 13F Eclectic Associates Inc /adv 4 313 3,16 2 861 26,16
2025-08-06 13F Soltis Investment Advisors LLC 5 375 0,49 3 565 22,90
2025-08-22 NP Cornerstone Strategic Value Fund Inc 5 600 −8,20 3 714 12,27
2025-07-29 13F Private Trust Co Na 757 −40,81 502 −27,56
2025-08-18 NP ULTRA SERIES FUND - Aggressive Allocation Fund Class I 4 565 3,99 3 028 27,13
2025-08-12 13F Boreal Capital Management LLC 712 473
2025-07-17 13F Sonora Investment Management Group, LLC 622 −1,58 412 20,47
2025-08-13 13F Consultiva Wealth Management, Corp. 643 0,00 426 22,41
2025-08-18 NP ULTRA SERIES FUND - Conservative Allocation Fund Class I 2 198 0,00 1 458 22,23
2025-08-14 13F Destination Wealth Management 682 −7,96 453 12,44
2025-07-23 13F Joel Isaacson & Co., LLC 9 702 5,32 6 435 28,78
2025-08-08 13F Atlantic Trust, LLC 68 45
2025-07-17 13F Global Trust Asset Management, LLC 10 0,00 6 20,00
2025-07-15 13F SJS Investment Consulting Inc. 186 14,11 124 39,77
2025-08-05 13F Sebold Capital Management, Inc. 8 668 −4,85 5 749 16,38
2025-08-18 13F Geneos Wealth Management Inc. 3 801 5,35 2 521 28,89
2025-08-11 13F NewEdge Wealth, LLC 8 950 −0,87 6 204 26,69
2025-07-30 13F CMG Global Holdings, LLC 4 275 2 967
2025-07-25 13F Acorn Creek Capital Llc 7 298 −2,17 4 840 19,65
2025-07-22 13F PUREfi Wealth, LLC 631 −23,14 419 −6,07
2025-08-13 13F Blue Fin Capital, Inc. 1 511 11,43 1 002 18,86
2025-08-06 13F Convergence Financial, LLC 1 267 −9,31 840 10,96
2025-08-11 13F Principal Securities, Inc. 7 408 1 010,64 4 914 1 086,71
2025-07-10 13F Sumitomo Mitsui DS Asset Management Company, Ltd 3 188 217,21 2 115 287,89
2025-07-29 13F Mb, Levis & Associates, Llc 604 0,00 401 22,32
2025-07-09 13F Westmount Partners, LLC 850 5,59 564 29,13
2025-08-01 13F Transcend Wealth Collective, Llc 6 271 −0,41 4 159 21,79
2025-04-29 NP EBI - Longview Advantage ETF 1 509 903
2025-08-14 13F First Manhattan Co 724 −14,62 480 4,58
2025-08-12 13F BlackRock, Inc. 6 665 −37,16 4 421 −23,17
2025-08-13 13F Philadelphia Trust Co 312 0
2025-08-05 13F Plante Moran Financial Advisors, LLC 1 644 −0,12 1 090 22,20
2025-07-11 13F SILVER OAK SECURITIES, Inc 3 523 −4,45 2 337 16,63
2025-08-11 13F Sierra Capital LLC 7 340 14,51 5 33,33
2025-08-13 13F Quadrature Capital Ltd 9 601 841,27 6 363 1 052,72
2025-07-22 13F IFS Advisors, LLC 96 −99,52 64 −99,41
2025-08-14 13F Boston Private Wealth Llc 1 280 −21,76 849 −4,40
2025-07-30 13F Rehmann Capital Advisory Group 6 925 −2,51 4 594 19,24
2025-08-14 13F Fmr Llc 68 576 −3,05 45 485 18,56
2025-07-23 13F Wheelhouse Advisory Group LLC 22 848 6,12 15 155 29,77
2025-07-17 13F Greenhouse Wealth Management, LLC 1 287 0,00 854 22,38
2025-08-13 13F JBR Co Financial Management Inc 15 875 −6,26 10 530 14,63
2025-08-05 13F Next Capital Management LLC 2 755 0,00 1 827 22,29
2025-08-12 13F Wayfinding Financial, LLC 0 −100,00 0
2025-08-06 13F Aspect Partners, LLC 1 303 864
2025-08-13 13F Brown Advisory Inc 119 637 −0,48 79 353 21,70
2025-04-28 13F Buffington Mohr McNeal 443 −3,49 240 −15,79
2025-07-09 13F Searcy Financial Services Inc /adv 404 0,00 268 22,37
2025-08-14 13F Matrix Private Capital Group Llc 772 0,00 512 22,49
2025-07-17 13F Mokosak Advisory Group, LLC 43 030 2,90 28 576 25,83
2025-08-07 13F Rollins Financial Advisors, LLC 318 211
2025-08-14 13F Stifel Financial Corp 411 061 1,35 272 663 23,94
2025-07-14 13F Chris Bulman Inc 994 0,00 659 22,26
2025-07-29 13F First Bancorp, Inc /ME/ 9 318 −7,08 6 180 13,64
2025-07-31 13F Gill Capital Partners, Llc 1 842 1,38 1 222 23,96
2025-08-12 13F Tocqueville Asset Management L.p. 435 0,00 289 22,55
2025-08-14 13F Vivaldi Capital Management, LLC 1 371 −11,09 909 8,73
2025-04-21 13F Catalina Capital Group, LLC 0 −100,00 0
2025-08-04 13F Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 2 657 7,48 1 762 31,30
2025-07-24 13F Robertson Stephens Wealth Management, LLC 34 867 −0,87 23 126 21,23
2025-07-23 13F Steel Peak Wealth Management LLC 3 466 −95,26 2 299 −94,21
2025-07-30 13F Gables Capital Management Inc. 47 −84,23 31 −80,75
2025-07-17 13F Flywheel Private Wealth LLC 646 0,00 428 22,29
2025-08-12 13F American Asset Management Inc. 600 0,00 398 22,15
2025-04-22 13F Synergy Financial Management, LLC 0 −100,00 0
2025-07-15 13F RVW Wealth, LLC 570 1,24 378 23,93
2025-08-11 13F Regal Investment Advisors LLC 1 869 24,10 1 240 51,84
2025-08-14 13F Bnp Paribas Arbitrage, Sa Put 0 −100,00 0
2025-07-23 13F Castle Rock Wealth Management, LLC 360 248
2025-07-07 13F Nova Wealth Management, Inc. 1 656 −8,66 1 098 11,70
2025-08-01 13F Rossby Financial, LCC 733 −2,01 486 19,12
2025-08-14 13F Kovitz Investment Group Partners, LLC 33 514 2,01 22 227 24,73
2025-08-22 NP Cornerstone Total Return Fund Inc 1 700 0,00 1 128 22,23
2025-08-08 13F Thoroughbred Financial Services, Llc 862 −13,45 1
2025-08-13 13F Sumitomo Mitsui Financial Group, Inc. 16 674 4,34 11 060 27,60
2025-04-10 13F Sugar Maple Asset Management, LLC 0 −100,00 0
2025-08-13 13F Virtue Capital Management, LLC 0 −100,00 0
2025-07-17 13F Elser Financial Planning, Inc 688 465
2025-08-07 13F W Advisors, Llc 3 294 −7,11 2 185 13,57
2025-08-14 13F Glenmede Investment Management, LP 22 746 15 087
2025-08-13 13F West Chester Capital Advisors, Inc 0 −100,00 0
2025-05-09 13F North Ridge Wealth Advisors, Inc. 0 −100,00 0 −100,00
2025-08-13 13F Clarkston Capital Partners, LLC 722 0,00 479 22,25
2025-08-14 13F LM Advisors LLC 2 587 0,00 2 0,00
2025-08-07 13F Cahill Financial Advisors Inc 2 548 12,20 1 690 37,21
2025-07-24 13F Jfs Wealth Advisors, Llc 853 0,00 566 22,29
2025-07-29 13F Creekside Partners 530 2,71 351 25,36
2025-08-07 13F Evoke Wealth, Llc 4 194 0,00 2 782 22,30
2025-08-26 13F Claris Financial LLC 346 −7,98 230 −1,72
2025-07-24 13F Folger Nolan Fleming Douglas Capital Management, Inc 179 759 −0,41 119 231 21,79
2025-04-29 13F Hm Payson & Co 2 278 0,00 1 236 −12,78
2025-07-29 13F Koshinski Asset Management, Inc. 937 22,16 621 49,28
2025-08-07 13F Traynor Capital Management, Inc. 3 262 103,75 2 141 146,66
2025-08-07 13F Fonville Wealth Management LLC 1 348 −15,96 894 2,76
2025-07-15 13F Mather Group, Llc. 7 242 0,36 4 803 22,74
2025-07-08 13F Boltwood Capital Management 552 −4,99 366 16,19
2025-07-23 13F InTrack Investment Management Inc 707 −0,98 469 20,93
2025-08-18 13F Second Line Capital, LLC 590 1,72 391 24,52
2025-08-05 13F Everest Management Corp. 385 0,00 255 22,60
2025-07-29 13F Financial Guidance Group, Inc. 1 241 0,00 823 22,29
2025-08-07 13F King Luther Capital Management Corp 330 32,13
2025-07-14 13F Southland Equity Partners LLC 1 231 0,00 816 22,34
2025-07-17 13F Smith, Salley & Associates 6 463 1,27 4 287 23,84
2025-08-04 13F Whalen Wealth Management Inc. 522 346
2025-07-09 13F Massmutual Trust Co Fsb/adv 50 866 5,44 33 738 28,94
2025-08-28 NP SPGSX - State Street Premier Growth Equity V.I.S. Fund Class 1 Shares This fund is a listed as child fund of State Street Corp and if that institution has disclosed ownership in this security, then these positions will not be double counted when calculating total shares and total value 1 172 −18,04 777 0,26
2025-08-13 13F Shepherd Financial Partners LLC 1 371 0,07 909 22,34
2025-08-14 13F Integrated Investment Consultants, LLC 399 0,00 265 22,22
2025-08-12 13F Insigneo Advisory Services, Llc 5 640 1,22 3 741 23,79
2025-07-17 13F Altus Wealth Management, LLC 1 513 −31,41 1 004 −16,14
2025-08-12 13F Garrett Wealth Advisory Group, LLC 724 −2,43 480 19,40
2025-07-09 13F Dynamic Advisor Solutions LLC 2 243 −2,82 1 488 18,86
2025-08-25 NP NAVFX - The Sector Rotation Fund No Load Shares 12 000 0,00 7 959 22,30
2025-08-11 13F TRUE Private Wealth Advisors 19 912 −2,10 13 207 19,72
2025-05-02 13F Edgestream Partners, L.P. 0 −100,00 0
2025-07-22 13F Capital Advisors Inc/ok 6 175 −3,12 4 096 18,49
2025-08-08 13F Truepoint, Inc. 4 391 −2,12 2 912 19,69
2025-08-12 13F Wealthbridge Capital Management, Llc 786 2,48 521 25,24
2025-07-08 13F Arlington Trust Co LLC 2 350 −1,84 1 559 20,03
2025-08-11 13F Mill Creek Capital Advisors, LLC 1 405 2,78 932 25,78
2025-07-31 13F Wealthfront Advisers Llc 24 957 −19,65 16 553 −1,74
2025-08-06 13F Modera Wealth Management, LLC 9 650 3,55 6 400 26,63
2025-07-24 13F Game Plan Financial Advisors, LLC 149 0,00 99 22,50
2025-08-14 13F Hilltop Holdings Inc. 7 546 40,86 5 005 72,29
2025-07-18 13F Consolidated Portfolio Review Corp 2 339 −4,45 1 551 16,88
2025-08-13 13F Lido Advisors, LLC 88 381 5,95 58 622 29,56
2025-07-24 13F Copperwynd Financial, LLC 323 214
2025-07-18 13F Rogco, Lp 0 −100,00 0
2025-08-13 13F Quantbot Technologies LP 0 −100,00 0
2025-07-31 13F Moment Partners, LLC 1 703 −0,06 1 130 22,19
2025-05-19 13F Smith Asset Management Co., LLC 2 790 40,55 1 513 22,61
2025-07-18 13F TruNorth Capital Management, LLC 360 0,00 239 22,05
2025-08-14 13F Wiley Bros.-aintree Capital, Llc 13 127 24,66 8 731 52,83
2025-07-30 13F Roman Butler Fullerton & Co 573 0,17 394 31,33
2025-07-31 13F Jackson Hole Capital Partners, LLC 250 0,00 166 22,22
2025-07-17 13F Mustard Seed Financial, LLC 621 −5,77 412 15,41
2025-07-25 13F R. W. Roge & Company, Inc. 784 46,00 1
2025-08-14 13F Banque Transatlantique SA 0 −100,00 0
2025-07-15 13F Bay Capital Advisors, LLC 724 0,00 480 22,45
2025-07-28 13F Boston Trust Walden Corp 515 0,00 342 22,22
2025-07-31 13F United Community Bank 685 13,22 454 38,41
2025-07-30 13F Atlantic Edge Private Wealth Management, LLC 59 0,00 39 21,88
2025-08-01 13F Biltmore Family Office, LLC 800 0,00 531 22,40
2025-08-08 13F Empower Advisory Group, LLC 8 256 −1,81 5 476 20,09
2025-08-07 13F Accent Capital Management, LLC 6 0,00 4 33,33
2025-07-09 13F Aaron Wealth Advisors LLC 760 0,00 504 22,33
2025-07-21 13F Tilia Fiduciary Partners, Inc. 485 0,00 322 22,05
2025-07-18 13F Childress Capital Advisors, Llc 6 141 103,75 4 073 149,27
2025-07-29 13F Riverbend Wealth Management, LLC 2 070 6,05 1 373 29,77
2025-07-14 13F Painted Porch Advisors LLC 22 83,33 15 133,33
2025-07-22 13F Chemung Canal Trust Co 954 0,00 633 22,24
2025-08-14 13F First Financial Bankshares Inc 544 0,00 361 22,03
2025-08-06 13F Savant Capital, LLC 6 062 20,11 4 021 46,88
2025-07-09 13F Riversedge Advisors, Llc 2 068 −2,13 1 372 19,63
2025-07-30 13F Berkeley Capital Partners, LLC 2 408 1,43 1 597 24,01
2025-07-23 13F Axos Invest Inc. 925 −6,28 614 14,58
2025-08-12 13F Lodestone Wealth Management LLC 483 1,68 320 24,51
2025-07-24 13F Invictus Private Wealth, Llc 510 338
2025-08-06 13F 360 Financial, Inc. 622 −0,16 413 22,26
2025-04-28 NP JLKZX - Multi-Index 2055 Lifetime Portfolio Class 1 2 836 −49,00 1 697 −50,95
2025-07-29 13F Kraft, Davis & Associates, LLC 306 212
2025-08-12 13F Putnam Fl Investment Management Co 12 754 −1,96 8 460 19,90
2025-07-25 13F SPC Financial, Inc. 308 204
2025-07-25 13F Northwest Capital Management Inc 34 −58,02 23 −48,84
2025-08-12 13F North Star Asset Management Inc 1 137 −55,84 754 −45,99
2025-08-13 13F Grantvest Financial Group LLC 633 0,00 420 22,16
2025-08-11 13F Root Financial Partners, LLC 927 86,90 615 129,10
2025-08-01 13F Envestnet Asset Management Inc 378 614 0,09 251 078 22,38
2025-08-07 13F Curtis Advisory Group, LLC 22 215 −5,12 14 735 16,02
2025-07-25 13F Commonwealth Financial Services, LLC 545 0,18 361 22,37
2025-07-24 13F Galvin, Gaustad & Stein, LLC 792 −0,38 525 21,81
2025-08-13 13F BlackDiamond Wealth Management Inc. 508 −1,36 333 13,27
2025-08-07 13F Pcg Asset Management, Llc 6 103 −1,31 4 048 20,69
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2050 Fund Class I 3 936 0,00 2 611 22,31
2025-07-30 13F Castle Wealth Management Llc 2 028 −0,44 1 345 21,72
2025-08-08 13F SBI Securities Co., Ltd. 49 155 −4,36 32 604 16,96
2025-07-21 13F Sterling Investment Counsel, LLC 0 −100,00 0
2025-07-09 13F Sapient Capital Llc 729 0,00 484 22,28
2025-07-24 13F Live Oak Investment Partners 5 400 8,22 3 582 32,34
2025-08-06 13F Wedbush Securities Inc 4 595 −78,84 3 −72,73
2025-08-06 13F Commonwealth Equity Services, Llc 229 419 2,63 152 25,62
2025-08-12 13F Barings Llc 15 411 −16,58 10 222 2,02
2025-08-14 13F Royal Bank Of Canada 726 703 3,43 482 007 26,48
2025-08-12 13F Atlantic Family Wealth, Llc 6 582 −3,16 4 366 18,45
2025-07-17 13F LifeGoal Wealth Advisors 309 205
2025-08-18 NP ULTRA SERIES FUND - Madison Target Retirement 2030 Fund Class I 2 905 0,00 1 927 22,29
2025-08-06 13F SNS Financial Group, LLC 345 229
2025-05-01 13F Quest 10 Wealth Builders, Inc. 314 −1,26 170 −13,71
2025-07-18 13F Midwest Financial Group LLC 303 201
2025-08-15 13F Captrust Financial Advisors 24 183 −19,74 16 040 −1,85
2025-07-28 13F Heritage Wealth Management, Inc. /CA/ 324 215
2025-08-14 13F Windsor Advisory Group, LLC 30 0,00 20 18,75
2025-07-10 13F Fulton Bank, N.a. 310 206
2025-07-11 13F Caldwell Securities, Inc 8 0,00 5 25,00
2025-08-04 13F Keybank National Association/oh 10 825 63,08 7 180 99,44
2025-07-08 13F Rise Advisors, LLC 399 0,76 265 22,79
2025-08-05 13F American Institute for Advanced Investment Management, LLP 2 179 −0,37 1 445 21,84
2025-08-25 13F Silverlake Wealth Management Llc 970 −15,80 644 3,04
2025-07-29 13F Liberty Square Wealth Partners Llc 820 0,00 544 22,52
2025-07-17 13F Keystone Global Partners, LLC 0 −100,00 0
2025-08-14 13F RMB Capital Management, LLC 25 822 23,37 17 127 50,87
2025-08-11 13F Theory Financial Llc 4 755 22,90 3 283 56,48
2025-08-14 13F Syon Capital Llc 9 768 −5,77 6 479 15,23
2025-07-24 13F Strengthening Families & Communities, LLC 17 808 −0,62 11 584 18,71
2025-07-10 13F Legacy Financial Strategies, LLC 402 0,00 267 22,02
2025-07-17 13F LexAurum Advisors, LLC 838 −1,41 556 20,39
2025-05-12 13F Sandy Spring Bank 5 666 −4,68 3 073 −16,86
2025-07-10 13F NorthCrest Asset Manangement, LLC 13 143 −1,93 8 859 21,88
2025-08-08 13F D'Orazio & Associates, Inc. 936 −2,19 621 19,69
2025-07-29 13F International Assets Investment Management, Llc 7 805 6,73 5 177 30,53
2025-04-28 13F Equita Financial Network, Inc. 0 −100,00 0
2025-08-08 13F Security Financial Services, INC. 11 010 0,00 7 303 22,29
2025-07-16 13F Essex Financial Services, Inc. 4 483 −0,75 2 974 21,35
2025-07-24 13F Stonebridge Financial Group, LLC 665 −1,77 441 20,16
2025-07-17 13F XY Planning Network, Inc. 3 011 1 997
2025-08-19 13F Advisory Services Network, LLC 17 454 −7,77 12 051 17,42
2025-08-26 NP EVVLX - The E-Valuator Very Conservative (0%-15%) RMS Fund Service Class Shares 54 36
2025-07-01 13F Private Client Services, Llc 848 7,07 563 31,00
2025-07-31 13F CNB Bank 109 0,00 72 22,03
2025-05-19 13F/A Trinity Financial Advisors LLC 0 −100,00 0 −100,00
2025-07-25 13F Hazlett, Burt & Watson, Inc. 3 410 −10,99 2 0,00
2025-05-15 13F Glenmede Trust Co Na 15 107 2,82 8 194 −10,32
2025-07-11 13F Busey Wealth Management 3 478 6,30 2 307 29,99
2025-07-21 13F DMKC Advisory Services, LLC 744 48,50 510 88,19
2025-08-08 13F/A Sterling Capital Management LLC 72 5,88 48 30,56
2025-07-24 13F Wealthstar Advisors, Llc 1 555 0,00 1 031 22,30
2025-08-08 13F Avalon Trust Co 213 0,00 141 22,61
2025-08-11 13F WPG Advisers, LLC 38 0,00 25 25,00
2025-05-15 13F Human Investing LLC 0 −100,00 0
2025-05-16 13F Laidlaw Wealth Management LLC 0 −100,00 0
2025-07-30 13F Mills Wealth Advisors LLC 337 224
2025-07-30 13F apricus wealth, LLC 700 0,00 464 22,43
2025-08-14 13F Main Street Financial Solutions, LLC 6 821 −0,35 4 525 21,88
2025-07-25 13F Atria Wealth Solutions, Inc. 31 891 −21,54 21 206 −3,81
2025-08-05 13F Bank of New York Mellon Corp 12 324 2,75 8 174 25,66
2025-08-19 13F Cape Investment Advisory, Inc. 389 −18,62 258 −0,39
2025-07-29 13F Planned Solutions, Inc. 354 235
2025-08-14 13F CIBC World Markets Inc. 13 028 2,22 8 641 25,01
2025-07-09 13F Fiduciary Alliance LLC 3 444 406,47 2 284 520,65
2025-08-13 13F Financial Avengers, Inc. 14 0,00 9 28,57
2025-09-03 13F American Trust 2 624 1 741
2025-08-11 13F Wescott Financial Advisory Group, LLC 531 3,11 353 26,16
2025-07-21 13F Family CFO Inc 266 176
2025-08-13 13F Fpc Investment Advisory, Inc. 11 688 0,25 8 099 23,22
2025-07-30 13F Brookstone Capital Management 11 671 8,03 7 741 32,10
2025-08-04 13F AlphaStar Capital Management, LLC 1 616 17,70 1 072 43,95
2025-08-05 13F Optivise Advisory Services LLC 442 4,25 293 26,96
2025-07-21 13F Ntv Asset Management Llc 305 202
2025-08-01 13F Redwood Park Advisors LLC 154 −13,97 102 5,15
2025-08-14 13F Operose Advisors LLC 127 0,00 84 23,53
2025-08-14 13F Van Eck Associates Corp 18 342 −54,11 12 −42,86
2025-05-01 13F Bleakley Financial Group, LLC 0 −100,00 0
2025-07-17 13F Peoples Financial Services Corp. 198 0,00 131 22,43
2025-07-14 13F Oliver Luxxe Assets LLC 8 385 −27,06 5 561 −10,80
2025-04-11 13F Davis Capital Management 345 0,00 187 −12,62
2025-08-13 13F Safe Harbor Fiduciary, LLC 0 −100,00 0
2025-07-25 13F Concurrent Investment Advisors, LLC 25 504 20,13 16 916 46,92
2025-07-09 13F Inspirion Wealth Advisors, Llc 656 10,44 435 35,51
2025-07-30 13F Darrow Company, Inc. 3 363 0,00 2 208 20,87
2025-08-01 13F Koss-Olinger Consulting, LLC 1 146 −0,17 760 21,99
2025-08-14 13F Manufacturers Life Insurance Company, The 20 221 13 412
2025-07-24 13F Wealth Advisors Northwest LLC 804 0,00 533 22,25
2025-07-30 13F Journey Advisory Group, LLC 1 653 −1,20 1 096 20,84
2025-08-29 13F Centaurus Financial, Inc. 4 134 12,89 3 100,00
2025-07-21 13F Future Financial Wealth Managment LLC 80 0,00 53 23,26
2025-08-04 13F Daymark Wealth Partners, Llc 5 557 −7,80 3 686 12,76
2025-07-22 13F D.B. Root & Company, LLC 396 0,00 263 22,43
2025-07-14 13F Ridgewood Investments LLC 18 0,00 12 22,22
2025-08-13 13F Solutions 4 Wealth, Ltd 697 0,00 462 22,22
2025-07-31 13F Orion Capital Management LLC 94 −5,05 62 16,98
2025-08-14 13F Headlands Technologies LLC 0 −100,00 0 −100,00
2025-08-14 13F UBS Group AG Put 37 000 0,00 24 541 22,29
2025-08-14 13F UBS Group AG 1 796 699 −0,14 1 191 715 22,12
2025-08-14 13F Ausdal Financial Partners, Inc. 11 519 4,99 7 641 28,38
2025-08-14 13F Williams Jones Wealth Management, LLC. 10 507 −0,38 6 969 21,84
2025-08-14 13F Toronto Dominion Bank 150 120,59 100 175,00
2025-07-28 13F Mutual Advisors, LLC 23 269 −6,03 16 025 18,41
2025-07-17 13F Kelly Financial Services LLC 445 14,69 295 40,48
2025-07-16 13F Cresta Advisors, Ltd. 499 0,00 331 22,22
2025-08-05 13F Holistic Financial Partners 903 11,48 599 36,22
2025-07-15 13F PICTET BANK & TRUST Ltd 710 0,00 471 22,08
2025-08-14 13F Redwood Financial Network Corp 2 632 −7,75 1 745 12,80
2025-08-25 13F Hilltop Partners LLC 576 382
2025-07-24 13F Ronald Blue Trust, Inc. 2 639 51,67 1 751 85,58
2025-07-29 13F SilverOak Wealth Management LLC 1 013 101,39 672 146,69
2025-07-17 13F Mattern Wealth Management LLC 1 061 −15,73 704 3,08
2025-08-12 13F Founders Financial Alliance, LLC 751 −3,84 498 17,73
2025-07-25 13F Apollon Financial, LLC 5 023 −1,45 3 332 20,51
2025-08-14 13F Headinvest, Llc 936 −3,11 621 18,55
2025-08-05 13F Kesler, Norman & Wride, LLC 11 136 2,66 7 386 25,55
2025-08-14 13F AllSquare Wealth Management LLC 21 0,00 14 18,18
2025-07-09 13F Fjell Capital, LLC 741 −6,08 491 14,99
2025-08-01 13F Motco 299 0,00 206 27,16
2025-07-30 13F Blume Capital Management, Inc. 65 62,50 43 104,76
2025-08-07 13F Alpha Cubed Investments, LLC 1 068 −12,60 708 6,95
2025-07-21 13F Tower View Investment Management & Research LLC 3 413 −8,52 2 264 11,86
2025-05-14 13F Eqis Capital Management, Inc. 0 −100,00 0
2025-07-14 13F Sound Stewardship, LLC 8 676 6,62 5 755 30,39
2025-08-14 13F Strive Asset Management, LLC 8 546 371,89 5 668 477,19
2025-08-07 13F Latko Wealth Management, Ltd. 5 508 119,79 4 200,00
2025-07-16 13F St Germain D J Co Inc 887 −6,24 588 14,62
2025-07-25 13F Alpha Financial Partners, LLC 1 990 35,56 1 320 65,70
2025-07-22 13F My Personal CFO, LLC 761 0,13 505 22,33
2025-07-10 13F Farmers & Merchants Trust Co of Chambersburg PA 140 0,00 0
2025-08-14 13F Gotham Asset Management, LLC 11 236 15,18 7 453 40,87
2025-08-12 13F Richmond Investment Services, LLC 1 051 697
2025-08-07 13F Fountainhead AM, LLC 3 314 10,06 2 198 34,60
2025-07-22 13F Merit Financial Group, LLC 17 389 27,60 11 534 56,05
2025-07-22 13F Hill Island Financial Llc 437 0,00 290 21,94
2025-07-31 13F CVA Family Office, LLC 39 632 −1,47 26 287 20,48
2025-08-18 13F Wolverine Trading, Llc Call 0 −100,00 0
2025-07-22 13F Keudell/Morrison Wealth Management 775 53,47 514 88,28
2025-07-16 13F Ayalon Holdings Ltd. 4 246 0,00 3 0,00
2025-07-17 13F Archford Capital Strategies, LLC 4 595 −3,69 3 048 17,78
2025-08-07 13F Commerce Bank 8 456 −1,71 5 609 20,19
2025-07-17 13F Emerald Advisors, LLC 469 −3,70 311 17,80
2025-07-31 13F Northstar Asset Management Llc 109 872 −0,53 72 876 21,64
2025-07-29 13F Altus Wealth Group LLC 404 0,00 268 21,92
2025-08-08 13F Richmond Brothers, Inc. 10 851 65,44 7 197 102,33
2025-08-12 13F One Charles Private Wealth Services, LLC 5 479 25,23 3 634 53,20
2025-08-04 13F Pinnacle Associates Ltd 60 200 −5,37 39 929 15,72
2025-06-27 NP GIAX - Nicholas Global Equity and Income ETF 13 882 7 627
2025-07-17 13F Tritonpoint Wealth, Llc 3 138 0,19 2 081 22,56
2025-05-05 13F Miller Financial Services LLC 0 −100,00 0
2025-08-07 13F LOM Asset Management Ltd 3 686 2
2025-08-13 13F Financial Freedom, LLC 15 050 −0,84 9 981 21,25
2025-07-18 13F NRI Wealth Management LC 23 735 3,68 15 743 26,79
2025-08-14 13F Circle Wealth Management, LLC 43 129 5 052,81 28 607 6 214,79
2025-04-28 13F Fedenia Advisers LLC 0 −100,00 0
2025-08-11 13F Parr Mcknight Wealth Management Group, Llc 497 −1,19 330 20,96
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